added favicon

# Dashboard State Lift + Theme System Refactor

## Summary

Refactored dashboard state ownership, centralized theme semantics, and simplified component styling across the application.

## Changes

### Dashboard State Refactor

* Moved dashboard state management from `Dashboard.view` into `Dashboard.tsx`
* Added centralized `DashboardState` initialization in parent container
* Introduced memoized dashboard state setter callbacks:

  * `toggleFlow`
  * `setFlow`
  * `togglePeriodType`
  * `toggleComparison`
  * `setSelectedPeriodId`
  * `setSelectedGroupKey`
* Added `DashboardStateSetters` memoized object for prop-driven state management
* Removed `onFlowChange` callback pattern
* Converted dashboard component into stateless view layer
* Renamed component export flow:

  * `Dashboard.tsx` → removed
  * `Dashboard.view.tsx` → primary implementation

### Dashboard Models Cleanup

* Removed legacy palette configuration interfaces:

  * `ColorDefinition`
  * `ThemeAwarePalette`
* Removed config-level style palette support from `DashboardConfig`
* Renamed `DashboardProps` → `DashboardViewProps`
* Added reusable `ColorScheme` interface
* Simplified component color contract:

  * `primary`
  * `surface`
  * `text`

### Theme Architecture Refactor

* Moved `AppTheme.tsx` into `shared-theme`
* Added centralized semantic theme system
* Introduced `themeConfig.ts` with semantic tokens:

  * surface
  * border
  * text
* Added `semantic` extension to MUI theme typing
* Added `flows` palette extension:

  * outflows
  * inflows
* Centralized flow colors inside theme primitives
* Added CSS semantic variables:

  * `--bg-page`
  * `--bg-card`
  * `--bg-elevated`
  * `--border-default`
  * `--border-subtle`
  * `--text-primary`
  * `--text-secondary`
  * `--text-muted`

### Theme Mode Improvements

* Added explicit `ColorMode` type
* Expanded `ColorModeContext`:

  * `mode`
  * `setMode`
  * `toggleColorMode`
* Added `CssBaseline`
* Added configurable `defaultMode`
* Simplified dark theme palette handling
* Standardized dark surfaces and shadows
* Reduced excessive dark-mode glow/shadow intensity

### Dashboard UI Styling Improvements

* Replaced hardcoded dashboard palette config with theme palette usage
* Updated dashboard background gradients to use alpha-based semantic colors
* Replaced `colorScheme.light` usage with `colorScheme.surface`
* Standardized border usage with theme divider tokens
* Removed manual dark-mode conditional styling where redundant
* Simplified card and progress styling logic

### Shared Theme Customization Cleanup

Updated customization layers for improved consistency:

* `inputs`
* `navigation`
* `feedback`
* `surfaces`

Key improvements:

* Reduced dark-mode contrast harshness
* Unified divider usage
* Replaced hardcoded grayscale backgrounds with semantic surfaces
* Simplified hover and active state styling
* Reduced shadow intensity across components
* Improved dark-mode readability and layering

### Home Page Styling Cleanup

* Replaced manual RGBA handling with `alpha()` utility
* Improved dark-mode glassmorphism consistency
* Updated CTA hover shadow to use theme primary color

### Miscellaneous Cleanup

* Updated imports to new theme structure
* Removed unused legacy color mode components:

  * `ColorModeIconDropdown.tsx`
  * `ColorModeSelect.tsx`
* Removed dashboard config style palette definitions
* Simplified flow-based color derivation logic

## Result

* Cleaner separation of stateful vs presentational dashboard logic
* Centralized semantic theming system
* Consistent dark/light mode behavior
* Reduced styling duplication
* Improved maintainability and extensibility of theme architecture
* Simplified dashboard component contracts
* Better UI consistency across surfaces and controls

Reviewed-on: #6
Co-authored-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>
Co-committed-by: Vishesh 'ironeagle' Bangotra <aetoskia@gmail.com>

index.html

@@ -9,6 +9,7 @@
       rel="stylesheet"
       href="https://fonts.googleapis.com/css2?family=Roboto:wght@300;400;500;700&display=swap"
     />
+    <link rel="icon" type="image/svg+xml" href="/favicon.png" />
     <title>khata - Aetoskia</title>
   </head>
   <body>

react-openapi/Admin.tsx

@@ -1,5 +1,4 @@
 import * as React from "react";
-import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
 import { useAuth, AuthPage } from "../react-auth";
 import { UploadProvider } from "./providers/UploadProvider";
 import AdminLayout from "./components/AdminLayout";
@@ -13,17 +12,17 @@ import {
   Route,
   useNavigate,
   useParams,
-  Navigate,
 } from "react-router-dom";
 
-const queryClient = new QueryClient();
-
-// Create a context for the app config
-export const ConfigContext = React.createContext<AppConfig | null>(null);
+import { ConfigContext } from "./providers/ConfigContext";
 
 function Dashboard({ basePath }: { basePath: string }) {
   const config = React.useContext(ConfigContext);
   const navigate = useNavigate();
+
+  const resources = config?.resources || [];
+  const visibleResources = resources.filter((res) => !res.hidden);
+
   return (
     <Box>
       <Typography variant="h4" gutterBottom>
@@ -41,7 +40,7 @@ function Dashboard({ basePath }: { basePath: string }) {
           mt: 4,
         }}
       >
-        {config?.resources.map((res) => (
+        {visibleResources.map((res) => (
           <Paper 
             key={res.name} 
             sx={{ 
@@ -69,6 +68,9 @@ function AdminApp({ basePath }: { basePath: string }) {
   const config = React.useContext(ConfigContext);
   const navigate = useNavigate();
 
+  const resources = config?.resources || [];
+  const visibleResources = resources.filter((res) => !res.hidden);
+
   if (!currentUser) {
     return (
       <AuthPage
@@ -89,7 +91,7 @@ function AdminApp({ basePath }: { basePath: string }) {
       username={currentUser.username}
       onLogout={logout}
       onSelectResource={(name) => navigate(`/admin/${name}`)}
-      resources={config?.resources || []}
+      resources={visibleResources}
     >
       <Routes>
         <Route path="/" element={<Dashboard basePath={basePath} />} />
@@ -120,14 +122,17 @@ interface AdminProps {
 }
 
 export default function Admin({ basePath = "/admin", resourceOverrides = {}, profileConfig = {} }: AdminProps) {
-  const [config, setConfig] = React.useState<AppConfig | null>(null);
+  const existingConfig = React.useContext(ConfigContext);
+  const [config, setConfig] = React.useState<AppConfig | null>(existingConfig);
 
   React.useEffect(() => {
+    if (!existingConfig) {
       getAppConfig(resourceOverrides, profileConfig).then((cfg) => {
         initializeApiClients(cfg.baseUrl, cfg.authBaseUrl);
         setConfig(cfg);
       });
-  }, [resourceOverrides, profileConfig]);
+    }
+  }, [resourceOverrides, profileConfig, existingConfig]);
 
   if (!config) {
     return (
@@ -144,13 +149,21 @@ export default function Admin({ basePath = "/admin", resourceOverrides = {}, pro
     );
   }
 
-  return (
-    <QueryClientProvider client={queryClient}>
-      <ConfigContext.Provider value={config}>
+  const content = (
     <UploadProvider>
       <AdminApp basePath={basePath} />
     </UploadProvider>
+  );
+
+  // If we have an existing config, we are already inside a Provider and QueryClient
+  if (existingConfig) {
+    return content;
+  }
+
+  // Fallback for standalone usage
+  return (
+    <ConfigContext.Provider value={config}>
+      {content}
     </ConfigContext.Provider>
-    </QueryClientProvider>
   );
 }

react-openapi/api/client.ts

@@ -7,6 +7,28 @@ import { createApiClient } from "../../react-auth";
 let _api: AxiosInstance | null = null;
 let _auth: AxiosInstance | null = null;
 
+function withParamsSerializer(instance: AxiosInstance): AxiosInstance {
+  instance.defaults.paramsSerializer = {
+    serialize: (params) => {
+      const searchParams = new URLSearchParams();
+
+      Object.entries(params).forEach(([key, value]) => {
+        if (Array.isArray(value)) {
+          value.forEach((v) => {
+            searchParams.append(key, String(v)); // NO []
+          });
+        } else if (value !== undefined && value !== null) {
+          searchParams.append(key, String(value));
+        }
+      });
+
+      return searchParams.toString();
+    },
+  };
+
+  return instance;
+}
+
 export const api = {
   get: (...args: Parameters<AxiosInstance["get"]>) => {
     if (!_api) throw new Error("API client not initialized");
@@ -38,6 +60,6 @@ export const auth = {
 };
 
 export function initializeApiClients(baseUrl: string, authBaseUrl: string) {
-  _api = createApiClient(baseUrl);
-  _auth = createApiClient(authBaseUrl);
+  _api = withParamsSerializer(createApiClient(baseUrl));
+  _auth = withParamsSerializer(createApiClient(authBaseUrl));
 }

react-openapi/components/EnhancedTable.tsx

@@ -49,8 +49,8 @@ export default function EnhancedTable({
   config,
   data,
   total,
-  paginationModel,
-  onPaginationModelChange,
+  paginationModel: externalPaginationModel,
+  onPaginationModelChange: externalOnPaginationModelChange,
   loading = false,
   onEdit,
   onDelete,
@@ -61,6 +61,14 @@ export default function EnhancedTable({
   const isMobile = useMediaQuery(theme.breakpoints.down('md'));
   const navigate = useNavigate();
 
+  const isServer = config.filterOptions?.mode !== "client";
+  const [internalPaginationModel, setInternalPaginationModel] = React.useState<GridPaginationModel>({
+    page: 0,
+    pageSize: 10,
+  });
+  const paginationModel = isServer ? externalPaginationModel : internalPaginationModel;
+  const onPaginationModelChange = isServer ? externalOnPaginationModelChange : setInternalPaginationModel;
+  
   const columns: GridColDef[] = React.useMemo(() => {
     const cols: GridColDef[] = Object.entries(config.fields).map(([key, field]) => {
       let muiType: 'string' | 'number' | 'boolean' | 'date' | 'dateTime' | 'singleSelect' = 'string';
@@ -122,6 +130,15 @@ export default function EnhancedTable({
     return cols;
   }, [config, onDelete, navigate, onNavigateToResource]);
 
+  const mobilePageSize = 10;
+  const [mobilePage, setMobilePage] = React.useState(0);
+  const mobileTotalPages = Math.ceil(data.length / mobilePageSize) || 1;
+  const mobileData = data.slice(mobilePage * mobilePageSize, (mobilePage + 1) * mobilePageSize);
+
+  React.useEffect(() => {
+    if (mobilePage >= mobileTotalPages) setMobilePage(0);
+  }, [data.length, mobilePage, mobileTotalPages]);
+
   if (isMobile) {
     return (
       <Box>
@@ -132,7 +149,7 @@ export default function EnhancedTable({
           </Button>
         </Box>
         <Box sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>
-          {data.map((row) => (
+          {mobileData.map((row) => (
             <Box key={row[config.primaryKey] || Math.random()}>
               <MobileCardRow 
                 row={row} 
@@ -145,6 +162,17 @@ export default function EnhancedTable({
             </Box>
           ))}
         </Box>
+        <Box sx={{ display: 'flex', justifyContent: 'center', gap: 1, mt: 2, flexWrap: 'wrap' }}>
+          <Button size="small" disabled={mobilePage === 0} onClick={() => setMobilePage(mobilePage - 1)}>
+            Previous
+          </Button>
+          <Typography variant="body2" sx={{ alignSelf: 'center', px: 1 }}>
+            Page {mobilePage + 1} of {mobileTotalPages}
+          </Typography>
+          <Button size="small" disabled={mobilePage >= mobileTotalPages - 1} onClick={() => setMobilePage(mobilePage + 1)}>
+            Next
+          </Button>
+        </Box>
       </Box>
     );
   }
@@ -161,20 +189,18 @@ export default function EnhancedTable({
         rows={data || []}
         columns={columns}
         autoHeight
-        paginationMode={config.pagination ? 'server' : 'client'}
-        rowCount={(() => {
-          if (!config.pagination) return data.length;
+        paginationMode={isServer ? 'server' : 'client'}
+        {...(isServer ? {
+          rowCount: (() => {
             if (total !== undefined) return total;
-          
-          // Graceful fallback for missing total count
             const page = paginationModel?.page || 0;
             const pageSize = paginationModel?.pageSize || 10;
             if (data.length < pageSize) {
               return page * pageSize + data.length;
             }
-          // Enable 'Next' button by pretending there's at least one more page
             return (page + 2) * pageSize;
-        })()}
+          })(),
+        } : {})}
         loading={loading}
         paginationModel={paginationModel || { page: 0, pageSize: 10 }}
         onPaginationModelChange={onPaginationModelChange}
@@ -234,7 +260,7 @@ function MobileCardRow({ row, config, onDelete, onNavigate, navigate }: any) {
                             <Typography variant="caption" color="text.secondary" sx={{ display: 'block' }}>
                                 {field.label}
                             </Typography>
-                            <Typography variant="body2" sx={{ fontWeight: 500, wordBreak: 'break-all' }}>
+                            <Typography variant="body2" component="div" sx={{ fontWeight: 500, wordBreak: 'break-all' }}>
                                 <FieldRenderer params={{ value: row[key], row }} field={field} fieldKey={key} config={config} onNavigate={onNavigate} navigate={navigate} isMobile />
                             </Typography>
                         </Box>

react-openapi/components/FilterBar.tsx

@@ -0,0 +1,313 @@
+import * as React from "react";
+import {
+  Box,
+  Button,
+  Chip,
+  Paper,
+  TextField,
+  Autocomplete,
+  Typography,
+} from "@mui/material";
+import DoneIcon from "@mui/icons-material/Done";
+import FilterListIcon from "@mui/icons-material/FilterList";
+import { ResourceField, ResourceMode } from "../types/config";
+
+function FilterAutocomplete({
+  options,
+  value,
+  label,
+  onChange,
+}: {
+  options: string[];
+  value: string[];
+  label: string;
+  onChange: (val: string[]) => void;
+}) {
+  const listboxRef = React.useRef<HTMLUListElement>(null);
+  const scrollPosRef = React.useRef(0);
+  const [open, setOpen] = React.useState(false);
+  const [frozenValue, setFrozenValue] = React.useState<string[]>(value);
+
+  const toggleDropdown = () => {
+    setOpen(prev => {
+      const next = !prev;
+      setFrozenValue(value);
+      return next;
+    });
+  };
+  const sortedOptions = React.useMemo(() => {
+    const sel = new Set(frozenValue);
+    const picked: string[] = [];
+    const rest: string[] = [];
+    for (const o of options) {
+      if (sel.has(o)) picked.push(o);
+      else rest.push(o);
+    }
+    return [...picked, ...rest];
+  }, [options, frozenValue]);
+
+  return (
+    <Autocomplete
+      multiple
+      freeSolo
+      disableCloseOnSelect
+      open={open}
+      onOpen={toggleDropdown}
+      onClose={toggleDropdown}
+      options={sortedOptions}
+      value={value}
+      getOptionKey={(option) => option}
+      onChange={(_, val) => onChange(val.length > 0 ? val : [])}
+      ListboxProps={{
+        ref: listboxRef,
+        onScroll: (e) => { scrollPosRef.current = (e.target as HTMLUListElement).scrollTop; },
+      }}
+      renderOption={(props, option, { selected }) => {
+        const { key, ...rest } = props;
+        return (
+          <li key={key} {...rest}>
+            {selected ? <DoneIcon sx={{ fontSize: 14, mr: 1, color: 'primary.main' }} /> : <Box sx={{ width: 22, mr: 1 }} />}
+            {option}
+          </li>
+        );
+      }}
+      renderTags={(tagValue, getTagProps) => {
+        const maxChips = 1;
+        return (
+          <>
+            {tagValue.slice(0, maxChips).map((tag, index) => {
+              const { key, ...tagProps } = getTagProps({ index });
+              return <Chip
+                key={key}
+                {...tagProps}
+                label={tag.length > 10 ? `${tag.slice(0, 8)}..` : tag}
+                size="small"
+                onClick={toggleDropdown}
+                sx={{ cursor: 'pointer' }}
+              />;
+            })}
+            {tagValue.length > maxChips && (
+              <Chip
+                label={`+${tagValue.length - maxChips}`}
+                size="small"
+                onClick={toggleDropdown}
+                sx={{ cursor: 'pointer' }}
+              />
+            )}
+          </>
+        );
+      }}
+      renderInput={(params) => <TextField {...params} placeholder={`Add ${label}...`} />}
+      sx={{ '& .MuiOutlinedInput-root': { minHeight: '3rem', py: 0.5 } }}
+    />
+  );
+}
+
+function extractOptions(
+  fieldName: string,
+  field: ResourceField,
+  data: any[]
+): string[] {
+  const values = new Set<string>();
+
+  if (field.options) return field.options;
+  if (!data) return [];
+
+  const pull = (item: any): string | null => {
+    if (item == null) return null;
+    if (typeof item === "string") return item;
+    if (typeof item !== "object") return String(item);
+
+    const df = field.displayField;
+    if (!df) { debugger; return null; }
+
+    if (Array.isArray(df)) {
+      const parts = df.map((k) => item[k]).filter((v) => v != null);
+      if (parts.length > 0) return parts.join(" ");
+    } else {
+      const v = item[df];
+      if (v != null) return String(v);
+    }
+
+    debugger;
+    return null;
+  };
+
+  for (const row of data) {
+    const v = row[fieldName];
+    if (v == null) continue;
+
+    if (Array.isArray(v)) {
+      for (const el of v) {
+        const label = pull(el);
+        if (label) values.add(label);
+      }
+    } else {
+      const label = pull(v);
+      if (label) values.add(label);
+    }
+  }
+
+  // console.log('extracted', fieldName, Array.from(values).sort())
+  return Array.from(values).sort();
+}
+
+function renderFilterInput(
+  fieldName: string,
+  field: ResourceField,
+  options: string[],
+  value: any,
+  onChange: (key: string, val: any) => void
+) {
+  const filterType = field.filterType;
+
+  if (filterType === "number-range") {
+    const rangeVal = (value as { min?: string; max?: string }) || {};
+    return (
+      <Box sx={{ display: "flex", gap: 1 }}>
+        <TextField type="number" placeholder="Min" size="small" value={rangeVal.min ?? ""}
+          onChange={(e) => onChange("min", e.target.value || undefined)} sx={{ width: 100 }} />
+        <TextField type="number" placeholder="Max" size="small" value={rangeVal.max ?? ""}
+          onChange={(e) => onChange("max", e.target.value || undefined)} sx={{ width: 100 }} />
+      </Box>
+    );
+  }
+
+  if (filterType === "date-range") {
+    const rangeVal = (value as { start?: string; end?: string }) || {};
+    return (
+      <Box sx={{ display: "flex", gap: 1 }}>
+        <TextField type="datetime-local" placeholder="From" size="small" value={rangeVal.start ?? ""}
+          onChange={(e) => onChange("start", e.target.value || undefined)} InputLabelProps={{ shrink: true }} sx={{ width: 170 }} />
+        <TextField type="datetime-local" placeholder="To" size="small" value={rangeVal.end ?? ""}
+          onChange={(e) => onChange("end", e.target.value || undefined)} InputLabelProps={{ shrink: true }} sx={{ width: 170 }} />
+      </Box>
+    );
+  }
+
+  const selected = Array.isArray(value) ? value : [];
+
+  return (
+    <FilterAutocomplete
+      options={options}
+      value={selected}
+      label={field.label}
+      onChange={(val) => onChange("value", val.length > 0 ? val : undefined)}
+    />
+  );
+}
+
+export interface FilterBarProps {
+  fields: Record<string, ResourceField>;
+  filterableFields: string[];
+  mode: ResourceMode;
+  data?: any[];
+  appliedValues: Record<string, any>;
+  onApply: (values: Record<string, any>) => void;
+  onClear: () => void;
+}
+
+export default function FilterBar({
+  fields,
+  filterableFields,
+  data,
+  appliedValues,
+  onApply,
+  onClear,
+}: FilterBarProps) {
+  const [open, setOpen] = React.useState(false);
+  const [draft, setDraft] = React.useState<Record<string, any>>(() => ({ ...appliedValues }));
+
+  React.useEffect(() => {
+    if (!open) setDraft({ ...appliedValues });
+  }, [appliedValues, open]);
+
+  if (!filterableFields || filterableFields.length === 0) return null;
+
+  const activeCount = Object.keys(appliedValues).filter((k) => {
+    const v = appliedValues[k];
+    if (v == null || v === "") return false;
+    if (typeof v === "object" && Object.values(v).every((x) => x == null || x === "")) return false;
+    return true;
+  }).length;
+
+  const handleApply = () => onApply({ ...draft });
+  const handleClear = () => {
+    setDraft({});
+    onClear();
+  };
+
+  const updateDraft = (fieldName: string, key: string, val: any) => {
+    setDraft((prev) => {
+      if (key === "value") {
+        return { ...prev, [fieldName]: val };
+      }
+      const existing = prev[fieldName] || {};
+      return { ...prev, [fieldName]: { ...existing, [key]: val } };
+    });
+  };
+
+  return (
+    <Paper variant="outlined" sx={{ mb: 2, borderRadius: 2, overflow: "hidden" }}>
+      <Box
+        sx={{
+          display: "flex",
+          alignItems: "center",
+          justifyContent: "space-between",
+          px: 2,
+          py: 1,
+          cursor: "pointer",
+          "&:hover": { bgcolor: "action.hover" },
+        }}
+        onClick={() => setOpen((o) => !o)}
+      >
+        <Box sx={{ display: "flex", alignItems: "center", gap: 1 }}>
+          <FilterListIcon fontSize="small" color="action" />
+          <Typography variant="subtitle2" fontWeight={600}>
+            {open ? "Hide Filters" : "Show Filters"}
+          </Typography>
+        </Box>
+        {activeCount > 0 && (
+          <Typography variant="caption" color="primary" fontWeight={600}>
+            {activeCount} active
+          </Typography>
+        )}
+      </Box>
+
+      {open && (
+        <Box sx={{ px: 2, pb: 2, borderTop: "1px solid", borderColor: "divider", pt: 2 }}>
+          <Box sx={{ display: "flex", flexWrap: "wrap", gap: 2, alignItems: "flex-end" }}>
+            {filterableFields.map((fieldName) => {
+              const field = fields[fieldName];
+              if (!field) return null;
+
+              const needsOptions = !field.filterType || field.filterType === "autocomplete" || field.filterType === "multiselect";
+              const options = needsOptions ? extractOptions(fieldName, field, data ?? []) : [];
+              const raw = draft[fieldName];
+
+              return (
+                <Box key={fieldName} sx={{ display: "flex", flexDirection: "column", flex: { xs: '0 0 100%', sm: 1 }, minWidth: { sm: 200 } }}>
+                  <Box sx={{ typography: "caption", mb: 0.5, color: "text.secondary" }}>
+                    {field.label}
+                  </Box>
+                  {renderFilterInput(fieldName, field, options, raw, (key, val) =>
+                    updateDraft(fieldName, key, val)
+                  )}
+                </Box>
+              );
+            })}
+          </Box>
+
+          <Box sx={{ mt: 2, display: "flex", gap: 1 }}>
+            <Button variant="contained" onClick={handleApply}>
+              Apply
+            </Button>
+            <Button variant="outlined" onClick={handleClear}>
+              Clear
+            </Button>
+          </Box>
+        </Box>
+      )}
+    </Paper>
+  );
+}

react-openapi/components/GenericForm.tsx

@@ -11,7 +11,7 @@ import { useUpload } from '../providers/UploadProvider';
 import { useQueries } from '@tanstack/react-query';
 import { useResource } from '../hooks/useResource';
 import FormField from './fields/FormField';
-import { ConfigContext } from '../Admin';
+import { ConfigContext } from '../providers/ConfigContext';
 
 interface GenericFormProps {
   config: ResourceConfig;
@@ -67,6 +67,7 @@ export default function GenericForm({
   const relationDataMap = React.useMemo(() => {
     const map: Record<string, any[]> = {};
     allRelations.forEach((relName, index) => {
+      // @ts-ignore
       map[relName] = queries[index].data || [];
     });
     return map;

react-openapi/components/ProfileView.tsx

@@ -2,7 +2,7 @@ import * as React from 'react';
 import { Box, Typography, Paper, CircularProgress, Alert } from '@mui/material';
 import { useResource } from '../hooks/useResource';
 import GenericForm from './GenericForm';
-import { ConfigContext } from '../Admin';
+import { ConfigContext } from '../providers/ConfigContext';
 
 export default function ProfileView() {
   const appConfig = React.useContext(ConfigContext);

react-openapi/components/ResourceView.tsx

@@ -1,10 +1,12 @@
 import * as React from 'react';
-import { Box, Typography, Paper, CircularProgress } from '@mui/material';
+import { Box, Paper, CircularProgress } from '@mui/material';
 import { ResourceConfig } from '../types/config';
+import type { ResourceField } from '../types/config';
 import { useResource } from '../hooks/useResource';
 import GenericForm from './GenericForm';
 import EnhancedTable from './EnhancedTable';
-import { useParams, useLocation, useNavigate, Routes, Route } from 'react-router-dom';
+import FilterBar from './FilterBar';
+import { useParams, useLocation, useNavigate } from 'react-router-dom';
 
 interface ResourceViewProps {
   config: ResourceConfig;
@@ -13,6 +15,92 @@ interface ResourceViewProps {
 
 import { GridPaginationModel } from '@mui/x-data-grid';
 
+function getFilterDisplayFields(field: ResourceField): string[] {
+  if (!field.displayField) return [];
+  return (Array.isArray(field.displayField) ? field.displayField : [field.displayField]).filter(
+    (df): df is string => !!df
+  );
+}
+
+function applyClientFilters(
+  data: any[],
+  filters: Record<string, any>,
+  fields: Record<string, ResourceField>
+): any[] {
+  const entries = Object.entries(filters).filter(([_, v]) => {
+    if (v == null || v === "" || (Array.isArray(v) && v.length === 0)) return false;
+    if (typeof v === "object" && !Array.isArray(v) && Object.values(v).every((x) => x == null || x === "")) return false;
+    return true;
+  });
+
+  if (entries.length === 0) return data;
+
+  return data.filter((item) =>
+    entries.every(([fieldName, filterValue]) => {
+      const field = fields[fieldName];
+      if (!field) return true;
+
+      const itemValue = item[fieldName];
+
+      if (typeof filterValue === "object" && !Array.isArray(filterValue)) {
+        if (field.type === "number") {
+          if (filterValue.min != null && filterValue.min !== "" && Number(itemValue) < Number(filterValue.min)) return false;
+          if (filterValue.max != null && filterValue.max !== "" && Number(itemValue) > Number(filterValue.max)) return false;
+          return true;
+        }
+        if (field.type === "datetime" || field.type === "date") {
+          const itemTime = new Date(itemValue).getTime();
+          if (filterValue.start && new Date(filterValue.start).getTime() > itemTime) return false;
+          if (filterValue.end && new Date(filterValue.end).getTime() < itemTime) return false;
+          return true;
+        }
+        return true;
+      }
+
+      if (Array.isArray(filterValue)) {
+        if (field.type === "array" && Array.isArray(itemValue)) {
+          return itemValue.some((el: any) => {
+            if (el != null && typeof el === "object") {
+              const dispFields = getFilterDisplayFields(field);
+              return dispFields.some((df) => filterValue.includes(String(el[df])));
+            }
+            return filterValue.includes(String(el));
+          });
+        }
+        if (itemValue && typeof itemValue === "object") {
+          const dispFields = getFilterDisplayFields(field);
+          const itemDisplay = dispFields.map((df) => itemValue[df]).filter((v) => v != null).join(" ");
+          return filterValue.includes(itemDisplay);
+        }
+        return filterValue.includes(String(itemValue));
+      }
+
+      if (!filterValue) return true;
+
+      if (field.type === "boolean") {
+        return String(itemValue) === filterValue;
+      }
+
+      if (field.type === "array" && Array.isArray(itemValue)) {
+        return itemValue.some((el: any) => {
+          if (el != null && typeof el === "object") {
+            const dispFields = getFilterDisplayFields(field);
+            return dispFields.some((df) => String(el[df]) === String(filterValue));
+          }
+          return String(el) === String(filterValue);
+        });
+      }
+
+      if (itemValue && typeof itemValue === "object") {
+        const dispFields = getFilterDisplayFields(field);
+        return dispFields.some((df) => String(itemValue[df]) === String(filterValue));
+      }
+
+      return String(itemValue) === String(filterValue);
+    })
+  );
+}
+
 export default function ResourceView({ config, onNavigateToResource }: ResourceViewProps) {
   const { id } = useParams();
   const location = useLocation();
@@ -23,26 +111,36 @@ export default function ResourceView({ config, onNavigateToResource }: ResourceV
   const isView = !!id && !isEdit;
   const isList = !id && !isCreate;
 
+  const isServer = config.filterOptions?.mode !== "client";
+
   const [paginationModel, setPaginationModel] = React.useState<GridPaginationModel>({
     page: 0,
     pageSize: 10,
   });
 
+  const [appliedFilters, setAppliedFilters] = React.useState<Record<string, any>>({});
+
   const { useList, useRead, useCreate, useUpdate, useDelete } = useResource(config);
 
-  // Determine query parameters based on pagination config
   const queryParams = React.useMemo(() => {
-    if (!config.pagination) return {};
+    if (!isServer) return { limit: 10000 };
     return {
       skip: paginationModel.page * paginationModel.pageSize,
       limit: paginationModel.pageSize,
     };
-  }, [config.pagination, paginationModel]);
+  }, [isServer, paginationModel]);
 
   const listQuery = useList(queryParams);
   const itemQuery = useRead(id || "");
 
-  const paginatedData = listQuery.data || { data: [], total: undefined };
+  const rawData = listQuery.data?.data || [];
+  const totalCount = listQuery.data?.total;
+
+  const filteredData = React.useMemo(
+    () => (isServer ? rawData : applyClientFilters(rawData, appliedFilters, config.fields)),
+    [isServer, rawData, appliedFilters, config.fields]
+  );
+
   const createMutation = useCreate();
   const updateMutation = useUpdate();
   const deleteMutation = useDelete();
@@ -80,18 +178,31 @@ export default function ResourceView({ config, onNavigateToResource }: ResourceV
   return (
     <Box>
       {isList ? (
+        <Box>
+          {!isServer && config.filterOptions?.fields && config.filterOptions.fields.length > 0 && (
+            <FilterBar
+              fields={config.fields}
+              filterableFields={config.filterOptions.fields}
+              mode={config.filterOptions?.mode || "server"}
+              data={rawData}
+              appliedValues={appliedFilters}
+              onApply={setAppliedFilters}
+              onClear={() => setAppliedFilters({})}
+            />
+          )}
           <EnhancedTable
             config={config}
-          data={paginatedData.data || []}
-          total={paginatedData.total}
-          paginationModel={paginationModel}
-          onPaginationModelChange={setPaginationModel}
+            data={filteredData}
+            total={isServer ? totalCount : filteredData.length}
+            paginationModel={isServer ? paginationModel : undefined}
+            onPaginationModelChange={isServer ? setPaginationModel : undefined}
             loading={listQuery.isFetching}
             onEdit={handleEdit}
             onDelete={handleDelete}
             onCreate={handleCreate}
             onNavigateToResource={(res, id) => navigate(`/admin/${res}/${id}`)}
           />
+        </Box>
       ) : (
         <Paper sx={{ p: 4 }}>
           <GenericForm

react-openapi/hooks/useResource.ts

@@ -1,16 +1,22 @@
-import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
+import { useQuery, useMutation, useQueryClient, keepPreviousData } from "@tanstack/react-query";
 import { api } from "../api/client";
 import { ResourceConfig } from "../types/config";
+import { ConfigContext } from "../providers/ConfigContext";
+import * as React from "react";
 
-export function useResource<T = any>(config: ResourceConfig) {
+export function useResource<T = any>(config: ResourceConfig | undefined) {
   const queryClient = useQueryClient();
-  const { name, endpoint, primaryKey } = config;
+  
+  // Return empty/disabled hooks if config is missing
+  const { name = '', endpoint = '', primaryKey = 'id' } = config || {};
 
   // --- READ ALL ---
   const useList = (params?: any) => 
     useQuery({
       queryKey: [name, "list", params],
       queryFn: async () => {
+        if (!endpoint) return { data: [], total: 0 };
+        console.log('params:', params);
         // @ts-ignore
         const res = await api.get<T[]>(endpoint, { params });
         const total = res.headers ? parseInt(res.headers['x-total-count'] || res.headers['X-Total-Count']) : undefined;
@@ -18,26 +24,29 @@ export function useResource<T = any>(config: ResourceConfig) {
             data: res.data, 
             total: isNaN(total as any) ? undefined : total 
         };
-      }
+      },
+      enabled: !!endpoint,
+      placeholderData: keepPreviousData,
     });
 
   // --- READ ONE ---
-  const useRead = (id: string | null) =>
+  const useRead = (id: string, params?: any | null) =>
     useQuery({
-      queryKey: [name, "detail", id],
+      queryKey: [name, "detail", id, params],
       queryFn: async () => {
-        if (!id) return null;
+        if (!id || !endpoint) return null;
         // @ts-ignore
-        const res = await api.get<T>(`${endpoint}/${id}`);
+        const res = await api.get<T>(`${endpoint}/${id}`, params ? { params } : undefined);
         return res.data;
       },
-      enabled: !!id,
+      enabled: !!id && !!endpoint,
     });
 
   // --- CREATE ---
   const useCreate = () =>
     useMutation({
       mutationFn: async (data: Partial<T>) => {
+        if (!endpoint) throw new Error("Endpoint not defined");
         // @ts-ignore
         const res = await api.post<T>(endpoint, data);
         return res.data;
@@ -51,6 +60,7 @@ export function useResource<T = any>(config: ResourceConfig) {
   const useUpdate = () =>
     useMutation({
       mutationFn: async ({ id, data }: { id: string; data: Partial<T> }) => {
+        if (!endpoint) throw new Error("Endpoint not defined");
         // @ts-ignore
         const res = await api.put<T>(`${endpoint}/${id}`, data);
         return res.data;
@@ -67,6 +77,7 @@ export function useResource<T = any>(config: ResourceConfig) {
   const useDelete = () =>
     useMutation({
       mutationFn: async (id: string) => {
+        if (!endpoint) throw new Error("Endpoint not defined");
         await api.delete(`${endpoint}/${id}`);
         return id;
       },
@@ -79,6 +90,7 @@ export function useResource<T = any>(config: ResourceConfig) {
   const getListQueryOptions = (params?: any) => ({
     queryKey: [name, "list", params],
     queryFn: async () => {
+      if (!endpoint) return { data: [], total: 0 };
       // @ts-ignore
       const res = await api.get<T[]>(endpoint, { params });
       const total = res.headers ? parseInt(res.headers['x-total-count'] || res.headers['X-Total-Count']) : undefined;
@@ -87,6 +99,7 @@ export function useResource<T = any>(config: ResourceConfig) {
           total: isNaN(total as any) ? undefined : total 
       };
     },
+    enabled: !!endpoint,
   });
 
   // --- READ ME ---
@@ -94,16 +107,19 @@ export function useResource<T = any>(config: ResourceConfig) {
     useQuery({
       queryKey: [name, "me"],
       queryFn: async () => {
+        if (!endpoint) return null;
         // @ts-ignore
         const res = await api.get<T>(`${endpoint}/me`);
         return res.data;
       },
+      enabled: !!endpoint,
     });
 
   // --- UPDATE ME ---
   const useUpdateMe = () =>
     useMutation({
       mutationFn: async (data: Partial<T>) => {
+        if (!endpoint) throw new Error("Endpoint not defined");
         // @ts-ignore
         const res = await api.put<T>(`${endpoint}/me`, data);
         return res.data;
@@ -125,3 +141,10 @@ export function useResource<T = any>(config: ResourceConfig) {
     getListQueryOptions,
   };
 }
+
+export function useResourceByName<T = any>(name: string) {
+  const config = React.useContext(ConfigContext);
+  const resourceConfig = config?.resources.find((r) => r.name === name);
+  return useResource<T>(resourceConfig);
+}
+

react-openapi/index.ts

@@ -1,4 +1,8 @@
 export { default as Admin } from "./Admin";
 export { api, auth, initializeApiClients } from "./api/client";
 export { getAppConfig } from "./config";
-export type { AppConfig, ResourceConfig, ResourceField } from "./types/config";
+export type { AppConfig, ResourceConfig, ResourceField, ResourceMode } from "./types/config";
+export { AppProvider } from "./providers/AppProvider";
+export { ConfigContext, useConfig } from "./providers/ConfigContext";
+export { useResource, useResourceByName } from "./hooks/useResource";
+export { default as FilterBar } from "./components/FilterBar";

react-openapi/providers/AppProvider.tsx

@@ -0,0 +1,70 @@
+import * as React from "react";
+import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
+import { ConfigContext } from "./ConfigContext";
+import { getAppConfig } from "../config";
+import { initializeApiClients } from "../api/client";
+import { AppConfig } from "../types/config";
+import { Box, CircularProgress } from "@mui/material";
+
+const defaultQueryClient = new QueryClient({
+  defaultOptions: {
+    queries: {
+      staleTime: 5 * 60 * 1000,
+      retry: 1,
+      refetchOnWindowFocus: false,
+    },
+  },
+});
+
+interface AppProviderProps {
+  children: React.ReactNode;
+  resourceOverrides?: Record<string, any>;
+  profileConfig?: any;
+  queryClient?: QueryClient;
+}
+
+export function AppProvider({
+  children,
+  resourceOverrides = {},
+  profileConfig = {},
+  queryClient = defaultQueryClient,
+}: AppProviderProps) {
+  const [config, setConfig] = React.useState<AppConfig | null>(null);
+  const [loading, setLoading] = React.useState(true);
+
+  React.useEffect(() => {
+    getAppConfig(resourceOverrides, profileConfig)
+      .then((cfg) => {
+        initializeApiClients(cfg.baseUrl, cfg.authBaseUrl);
+        setConfig(cfg);
+        setLoading(false);
+      })
+      .catch((err) => {
+        console.error("Failed to load OpenAPI configuration:", err);
+        setLoading(false);
+      });
+  }, [resourceOverrides, profileConfig]);
+
+  if (loading) {
+    return (
+      <Box
+        sx={{
+          display: "flex",
+          justifyContent: "center",
+          alignItems: "center",
+          height: "100vh",
+        }}
+      >
+        <CircularProgress />
+      </Box>
+    );
+  }
+
+  return (
+    <QueryClientProvider client={queryClient}>
+      <ConfigContext.Provider value={config}>
+        {children}
+      </ConfigContext.Provider>
+    </QueryClientProvider>
+  );
+}

react-openapi/providers/ConfigContext.tsx

@@ -0,0 +1,12 @@
+import * as React from "react";
+import { AppConfig } from "../types/config";
+
+export const ConfigContext = React.createContext<AppConfig | null>(null);
+
+export function useConfig() {
+  const context = React.useContext(ConfigContext);
+  if (context === undefined) {
+    throw new Error("useConfig must be used within a ConfigProvider");
+  }
+  return context;
+}

react-openapi/types/config.ts

@@ -20,8 +20,11 @@ export interface ResourceField {
   displayField?: string | string[];
   formatter?: (value: any) => string;
   relation?: string; // Name of the target resource
+  filterType?: "autocomplete" | "multiselect" | "number-range" | "date-range";
 }
 
+export type ResourceMode = "server" | "client";
+
 export interface ResourceConfig {
   name: string;
   label: string;
@@ -30,6 +33,11 @@ export interface ResourceConfig {
   primaryKey: string;
   fields: Record<string, ResourceField>;
   pagination?: boolean;
+  hidden?: boolean;
+  filterOptions?: {
+    mode?: ResourceMode;
+    fields?: string[];
+  };
 }
 
 export interface AppConfig {

react-openapi/types/overrides.ts

@@ -7,9 +7,15 @@ export interface FieldOverride {
   displayField?: string | string[];
   display?: boolean;
   formatter?: (value: any) => string;
+  filterType?: "autocomplete" | "multiselect" | "number-range" | "date-range";
 }
 
 export interface ResourceOverride {
   fields?: Record<string, FieldOverride>;
   pagination?: boolean;
+  hidden?: boolean;
+  filterOptions?: {
+    mode?: "server" | "client";
+    fields?: string[];
+  };
 }

react-openapi/utils/openapi_loader.ts

@@ -154,14 +154,21 @@ export async function loadConfigFromOpenApi(baseUrl: string, configuration: Reco
 
     const resourceOverride = configuration[name] || {};
 
+    const fo = resourceOverride.filterOptions || {};
+
     resources.push({
       name,
       label: schema.title || label,
       pluralLabel: pluralLabel,
       endpoint: listPath,
-      primaryKey: "id", // Strict default, no heuristics
+      primaryKey: "id",
       fields,
       pagination: resourceOverride.pagination,
+      hidden: resourceOverride.hidden,
+      filterOptions: {
+        mode: fo.mode || "server",
+        fields: fo.fields,
+      },
     });
   }
 

src/AppTheme.tsx

@@ -1,48 +0,0 @@
-import * as React from "react";
-import { ThemeProvider, createTheme } from "@mui/material/styles";
-import { getDesignTokens } from "./shared-theme/themePrimitives";
-import { inputsCustomizations } from "./shared-theme/customizations/inputs";
-import { dataDisplayCustomizations } from "./shared-theme/customizations/dataDisplay";
-import { feedbackCustomizations } from "./shared-theme/customizations/feedback";
-import { navigationCustomizations } from "./shared-theme/customizations/navigation";
-import { surfacesCustomizations } from "./shared-theme/customizations/surfaces";
-
-export const ColorModeContext = React.createContext({
-  toggleColorMode: () => {},
-  mode: "light" as "light" | "dark",
-});
-
-export default function AppTheme({ children }: { children: React.ReactNode }) {
-  const [mode, setMode] = React.useState<"light" | "dark">("light");
-
-  const colorMode = React.useMemo(
-    () => ({
-      toggleColorMode: () => {
-        setMode((prevMode) => (prevMode === "light" ? "dark" : "light"));
-      },
-      mode,
-    }),
-    [mode]
-  );
-
-  const theme = React.useMemo(
-    () =>
-      createTheme({
-        ...getDesignTokens(mode),
-        components: {
-          ...inputsCustomizations,
-          ...dataDisplayCustomizations,
-          ...feedbackCustomizations,
-          ...navigationCustomizations,
-          ...surfacesCustomizations,
-        },
-      }),
-    [mode]
-  );
-
-  return (
-    <ColorModeContext.Provider value={colorMode}>
-      <ThemeProvider theme={theme}>{children}</ThemeProvider>
-    </ColorModeContext.Provider>
-  );
-}

src/Dashboard.tsx

@@ -2,100 +2,237 @@ import * as React from "react";
 import {
   Box,
   Container,
-  Grid,
   CircularProgress,
   Alert,
-  ToggleButton,
-  ToggleButtonGroup
+  TextField,
+  Paper,
+  Autocomplete,
+  Button
 } from "@mui/material";
 
-import LatestItemsList, { LatestItem } from "./components/LatestItemsList";
-import HistoryChart from "./components/HistoryChart";
-import {
-  AggregatedDashboardData
-} from "./types/historyChart";
+import DashboardView from "./components/Dashboard";
 
 import {
-  fetchLatestTransactions,
-  fetchAggregatedExpenses,
-  fetchAggregatedIncome,
-} from "./utils/dashboardLoader";
+  DashboardState,
+  DashboardStateSetters,
+  DashboardFlow,
+} from "./components/Dashboard";
+
+import { configuration } from "./dashboard-config";
+import {
+  useReport,
+  prepareReport,
+} from "./features/report";
+import { useResourceByName } from "../react-openapi";
+
+function formatSnapshotDate(iso: string) {
+  const d = new Date(iso);
+  return d.toLocaleString(undefined, {
+    year: "numeric",
+    month: "short",
+    day: "numeric",
+    hour: "2-digit",
+    minute: "2-digit",
+  });
+}
 
 export default function Dashboard() {
-  const [latest, setLatest] = React.useState<{
-    expense: LatestItem[];
-    income: LatestItem[];
-  }>({
-    expense: [],
-    income: []
+  const [state, setState] = React.useState<DashboardState>({
+    flow: "outflows",
+    periodType: "rolling",
+    selectedPeriodId: null,
+    selectedGroupKey: null,
+    comparison: false,
   });
 
-  const [aggregated, setAggregated] = React.useState<{
-    expense: AggregatedDashboardData | null;
-    income: AggregatedDashboardData | null;
-  }>({
-    expense: null,
-    income: null
+  const [appliedPayees, setAppliedPayees] = React.useState<string[]>([]);
+  const [appliedTags, setAppliedTags] = React.useState<string[]>([]);
+
+  const [payeeInput, setPayeeInput] = React.useState<string[]>([]);
+  const [tagsInput, setTagsInput] = React.useState<string[]>([]);
+
+  const [loadedPayees, setLoadedPayees] = React.useState<string[]>([]);
+  const [loadedTags, setLoadedTags] = React.useState<string[]>([]);
+
+  const [selectedSnapshotId, setSelectedSnapshotId] = React.useState<string | null>(null);
+
+  const { data: snapshotsData } = useResourceByName("reports").useList();
+  const snapshotOptions = React.useMemo(() => {
+    const options: { label: string; value: string | null }[] = [
+      { label: "Latest (auto)", value: null },
+    ];
+    if (snapshotsData?.data) {
+      for (const snap of snapshotsData.data) {
+        options.push({
+          label: `Snapshot from ${formatSnapshotDate(snap.created_at)}`,
+          value: snap.snapshot_id,
+        });
+      }
+    }
+    return options;
+  }, [snapshotsData]);
+
+  const selectedSnapshotOption = snapshotOptions.find((o) => o.value === selectedSnapshotId) ?? snapshotOptions[0];
+
+  const report = useReport({
+    snapshot_id: selectedSnapshotId ?? undefined,
+    periods: ["daily", "weekly", "monthly", "all"],
+    flow: state.flow,
+    payee: appliedPayees.length > 0 ? appliedPayees : undefined,
+    tags: appliedTags.length > 0 ? appliedTags : undefined,
   });
 
-  const [mode, setMode] = React.useState<"expense" | "income">("expense");
-  const [period, setPeriod] = React.useState<"rolling" | "calendar">("rolling");
-  const [comparison, setComparison] = React.useState(false);
-
-  const [loading, setLoading] = React.useState(true);
-  const [error, setError] = React.useState<string | null>(null);
-
-  // -------- LOAD ONCE --------
   React.useEffect(() => {
-    async function loadData() {
-      try {
-        setLoading(true);
-
-        const [
-          latestExpense,
-          latestIncome,
-          expenseData,
-          incomeData
-        ] = await Promise.all([
-          fetchLatestTransactions("expense"),
-          fetchLatestTransactions("income"),
-          fetchAggregatedExpenses(),
-          fetchAggregatedIncome()
-        ]);
-
-        setLatest({
-          expense: latestExpense,
-          income: latestIncome
+    if (report.data) {
+      setLoadedPayees(prev => {
+        const pSet = new Set<string>(prev);
+        report.data.buckets.forEach((b: any) => {
+          Object.values(b.periods).forEach((periodArray: any) => {
+            periodArray?.forEach((p: any) => {
+              p.metric?.transactions?.forEach((t: any) => {
+                if (t.payee?.name) pSet.add(t.payee.name);
+              });
+            });
+          });
+        });
+        return Array.from(pSet).sort();
       });
 
-        setAggregated({
-          expense: expenseData,
-          income: incomeData
+      setLoadedTags(prev => {
+        const tSet = new Set<string>(prev);
+        report.data.buckets.forEach((b: any) => {
+          Object.values(b.periods).forEach((periodArray: any) => {
+            periodArray?.forEach((p: any) => {
+              p.metric?.transactions?.forEach((t: any) => {
+                t.tags?.forEach((tag: any) => tSet.add(tag.name || tag));
+              });
+            });
+          });
+        });
+        return Array.from(tSet).sort();
       });
-
-      } catch (err: any) {
-        console.error(err);
-        setError(err.message || "Failed to load dashboard data");
-      } finally {
-        setLoading(false);
-      }
     }
+  }, [report.data]);
 
-    loadData();
+  const toggleFlow =
+    React.useCallback(() => {
+      setState((prev) => ({
+        ...prev,
+
+        flow:
+          prev.flow ===
+          "outflows"
+            ? "inflows"
+            : "outflows",
+
+        selectedGroupKey:
+          null,
+
+        selectedPeriodId:
+          null,
+      }));
     }, []);
 
-  const currentData = aggregated[mode];
-  if (!currentData) {
-    return (
-      <Box sx={{ display: "flex", justifyContent: "center", alignItems: "center", height: "60vh" }}>
-        <CircularProgress />
-      </Box>
-    );
-  }
-  const currentLatest = latest[mode];
+  const setFlow =
+    React.useCallback(
+      (
+        flow: DashboardFlow
+      ) => {
+        setState((prev) => ({
+          ...prev,
 
-  // -------- UI STATES --------
-  if (loading) {
+          flow,
+
+          selectedGroupKey:
+            null,
+
+          selectedPeriodId:
+            null,
+        }));
+      },
+      []
+    );
+
+  const togglePeriodType =
+    React.useCallback(() => {
+      setState((prev) => ({
+        ...prev,
+
+        periodType:
+          prev.periodType ===
+          "rolling"
+            ? "calendar"
+            : "rolling",
+      }));
+    }, []);
+
+  const toggleComparison =
+    React.useCallback(() => {
+      setState((prev) => ({
+        ...prev,
+
+        comparison:
+          !prev.comparison,
+      }));
+    }, []);
+
+  const setSelectedPeriodId =
+    React.useCallback(
+      (
+        selectedPeriodId: DashboardState["selectedPeriodId"]
+      ) => {
+        setState((prev) => ({
+          ...prev,
+
+          selectedPeriodId,
+        }));
+      },
+      []
+    );
+
+  const setSelectedGroupKey =
+    React.useCallback(
+      (
+        selectedGroupKey: DashboardState["selectedGroupKey"]
+      ) => {
+        setState((prev) => ({
+          ...prev,
+
+          selectedGroupKey,
+        }));
+      },
+      []
+    );
+
+  const stateSetters: DashboardStateSetters =
+    React.useMemo(
+      () => ({
+        toggleFlow,
+
+        setFlow,
+
+        togglePeriodType,
+
+        toggleComparison,
+
+        setSelectedPeriodId,
+
+        setSelectedGroupKey,
+      }),
+      [
+        toggleFlow,
+        setFlow,
+        togglePeriodType,
+        toggleComparison,
+        setSelectedPeriodId,
+        setSelectedGroupKey,
+      ]
+    );
+
+  const isLoading = report.isLoading;
+  const error = report.error;
+
+  if (isLoading && !report.data) {
     return (
       <Box sx={{ display: "flex", justifyContent: "center", alignItems: "center", height: "60vh" }}>
         <CircularProgress />
@@ -106,49 +243,97 @@ export default function Dashboard() {
   if (error) {
     return (
       <Container sx={{ mt: 4 }}>
-        <Alert severity="error">{error}</Alert>
+        <Alert severity="error">{String(error)}</Alert>
       </Container>
     );
   }
 
+  if (!report.data) {
+    return null;
+  }
+
+  const data = prepareReport(report.data);
   return (
-    <Container sx={{ mt: 4, mb: 4 }}>
-      {/* -------- TOGGLE -------- */}
-      <Box sx={{ display: "flex", justifyContent: "center", mb: 3 }}>
-        <ToggleButtonGroup
-          value={mode}
-          exclusive
-          onChange={(_, val) => val && setMode(val)}
+    <Box>
+      <Container>
+        <Paper 
+          sx={{ 
+            mt: 4, 
+            p: 2, 
+            display: "flex", 
+            flexDirection: { xs: "column", sm: "row" },
+            gap: 2, 
+            alignItems: { xs: "stretch", sm: "flex-end" }, 
+            borderRadius: 4,
+            mb: -2 // pull up to be closer to the dashboard container below
+          }} 
+          elevation={0} 
+          variant="outlined"
         >
-          <ToggleButton value="expense">Expenses</ToggleButton>
-          <ToggleButton value="income">Income</ToggleButton>
-        </ToggleButtonGroup>
+          <Box sx={{ display: 'flex', flexDirection: 'column', flex: 1, minWidth: { sm: 250 } }}>
+            <Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
+              Filter by Payee
+            </Box>
+            <Autocomplete
+              multiple
+              freeSolo
+              options={loadedPayees}
+              value={payeeInput}
+              onChange={(_, val) => setPayeeInput(val as string[])}
+              renderInput={(params) => <TextField {...params} placeholder="Add payees..." />}
+              sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
+            />
+          </Box>
+          <Box sx={{ display: 'flex', flexDirection: 'column', flex: 1, minWidth: { sm: 250 } }}>
+            <Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
+              Filter by Tags
+            </Box>
+            <Autocomplete
+              multiple
+              freeSolo
+              options={loadedTags}
+              value={tagsInput}
+              onChange={(_, val) => setTagsInput(val as string[])}
+              renderInput={(params) => <TextField {...params} placeholder="Add tags..." />}
+              sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
+            />
+          </Box>
+          <Box sx={{ display: 'flex', flexDirection: 'column', minWidth: { sm: 220 } }}>
+            <Box sx={{ typography: 'caption', mb: 1, color: 'text.secondary' }}>
+              Snapshot
+            </Box>
+            <Autocomplete
+              options={snapshotOptions}
+              value={selectedSnapshotOption}
+              onChange={(_, option) => setSelectedSnapshotId(option?.value ?? null)}
+              getOptionLabel={(o) => o.label}
+              isOptionEqualToValue={(o, v) => o.value === v.value}
+              renderInput={(params) => <TextField {...params} placeholder="Select snapshot..." />}
+              sx={{ '& .MuiOutlinedInput-root': { height: 'auto', minHeight: '2.5rem', py: 0.5 } }}
+            />
           </Box>
 
-      <Grid container spacing={4} direction="row">
-
-        <Grid size={12}>
-          <HistoryChart
-            header={`${mode === "expense" ? "Expense" : "Income"} Breakdown`}
-            summary="Interactive chronological tracking"
-            tabs={["Daily", "Weekly", "Monthly"]}
-            data={currentData.chartData}
-            period={period}
-            onPeriodChange={setPeriod}
-            comparison={comparison}
-            setComparison={setComparison}
-          />
-        </Grid>
-
-        <Grid size={12}>
-          <LatestItemsList
-            title={`Recent ${mode === "expense" ? "Expenses" : "Income"}`}
-            items={currentLatest}
-            onViewAll={() => {}}
-          />
-        </Grid>
-
-      </Grid>
+          <Button
+            variant="contained"
+            size="large"
+            onClick={() => {
+              setAppliedPayees(payeeInput);
+              setAppliedTags(tagsInput);
+            }}
+            disabled={isLoading}
+            sx={{ height: 40, borderRadius: 2 }}
+          >
+            Apply
+          </Button>
+        </Paper>
       </Container>
+      <DashboardView
+        config={configuration}
+        data={data}
+        state={state}
+        stateSetters={stateSetters}
+        isFetching={report.isFetching}
+      />
+    </Box>
   );
 }

src/FetchRequests.tsx

@@ -0,0 +1,336 @@
+import * as React from "react";
+import {
+  Box,
+  Container,
+  Paper,
+  Typography,
+  TextField,
+  Button,
+  ToggleButtonGroup,
+  ToggleButton,
+  Table,
+  TableBody,
+  TableCell,
+  TableContainer,
+  TableHead,
+  TableRow,
+  Chip,
+  IconButton,
+  CircularProgress,
+  Alert,
+  Snackbar,
+  Dialog,
+  DialogTitle,
+  DialogContent,
+  DialogContentText,
+  DialogActions,
+} from "@mui/material";
+import DeleteIcon from "@mui/icons-material/Delete";
+import CloudUploadIcon from "@mui/icons-material/CloudUpload";
+import RefreshIcon from "@mui/icons-material/Refresh";
+import ContentCopyIcon from "@mui/icons-material/ContentCopy";
+import {
+  useFetchRequestsList,
+  useCreateFetchRequest,
+  useDeleteFetchRequest,
+  useUploadFile,
+} from "./features/fetch-requests";
+import type {
+  FetchRequest,
+  FetchRequestStatus,
+  FileSource,
+  EmailSource,
+} from "./features/fetch-requests";
+
+const statusColors: Record<FetchRequestStatus, "default" | "primary" | "warning" | "info" | "success" | "error"> = {
+  pending: "default",
+  processing: "info",
+  raw_expenses_done: "primary",
+  enriched_done: "warning",
+  completed: "success",
+  failed: "error",
+};
+
+function formatDate(iso: string) {
+  const d = new Date(iso);
+  return d.toLocaleString();
+}
+
+export default function FetchRequests() {
+  const [sourceType, setSourceType] = React.useState<"file" | "email">("file");
+  const [accountName, setAccountName] = React.useState("");
+  const [payorUsername, setPayorUsername] = React.useState("aetos");
+  const [format, setFormat] = React.useState("");
+  const [file, setFile] = React.useState<File | null>(null);
+  const [uploadedPath, setUploadedPath] = React.useState<string | null>(null);
+  const [fromEmail, setFromEmail] = React.useState("");
+  const [subject, setSubject] = React.useState("");
+  const [rawTerms, setRawTerms] = React.useState("");
+  const [startDate, setStartDate] = React.useState("");
+  const [endDate, setEndDate] = React.useState("");
+  const [snackbar, setSnackbar] = React.useState<{ message: string; severity: "success" | "error" } | null>(null);
+  const [deleteTarget, setDeleteTarget] = React.useState<FetchRequest | null>(null);
+
+  const { data: listData, isLoading, isFetching, refetch } = useFetchRequestsList();
+  const createMutation = useCreateFetchRequest();
+  const deleteMutation = useDeleteFetchRequest();
+  const uploadMutation = useUploadFile();
+
+  const requests = listData?.data ?? [];
+
+  const handleUpload = async () => {
+    if (!file) return;
+    const result = await uploadMutation.mutateAsync(file);
+    if (result?.saved_as) {
+      setUploadedPath(result.saved_as);
+      if (!format) setFormat(file.name.split(".").pop() || "");
+      setSnackbar({ message: `File uploaded: ${result.saved_as}`, severity: "success" });
+    }
+  };
+
+  const handleCreate = async () => {
+    if (!accountName) return;
+
+    let source: FileSource | EmailSource;
+
+    if (sourceType === "file") {
+      if (!uploadedPath || !format) return;
+      source = { path: uploadedPath, format } as FileSource;
+    } else {
+      if (!format) return;
+      const emailSource: EmailSource = { format };
+      if (fromEmail) emailSource.from_email = fromEmail;
+      if (subject) emailSource.subject = subject;
+      if (rawTerms.trim()) emailSource.raw_terms = rawTerms.split(",").map((s) => s.trim()).filter(Boolean);
+      source = emailSource;
+    }
+
+    try {
+      await createMutation.mutateAsync({
+        source,
+        account_name: accountName,
+        payor_username: payorUsername,
+        ...(startDate ? { start_date: new Date(startDate).toISOString() } : {}),
+        ...(endDate ? { end_date: new Date(endDate).toISOString() } : {}),
+      });
+      setSnackbar({ message: "Fetch request created", severity: "success" });
+      resetForm();
+    } catch (err: any) {
+      setSnackbar({ message: err?.response?.data?.detail || "Failed to create fetch request", severity: "error" });
+    }
+  };
+
+  const resetForm = () => {
+    setAccountName("");
+    setFormat("");
+    setFile(null);
+    setUploadedPath(null);
+    setFromEmail("");
+    setSubject("");
+    setRawTerms("");
+    setStartDate("");
+    setEndDate("");
+  };
+
+  const handleDelete = async () => {
+    if (!deleteTarget) return;
+    try {
+      await deleteMutation.mutateAsync(deleteTarget.id);
+      setSnackbar({ message: "Fetch request deleted", severity: "success" });
+    } catch {
+      setSnackbar({ message: "Failed to delete", severity: "error" });
+    }
+    setDeleteTarget(null);
+  };
+
+  return (
+    <Container sx={{ mt: 4, mb: 4 }}>
+      <Typography variant="h5" fontWeight="bold" gutterBottom>
+        Fetch Request Pipeline
+      </Typography>
+
+      <Paper sx={{ p: 3, mb: 4, borderRadius: 4 }} variant="outlined">
+        <Typography variant="subtitle1" fontWeight={600} gutterBottom>
+          New Fetch Request
+        </Typography>
+
+        <ToggleButtonGroup
+          value={sourceType}
+          exclusive
+          onChange={(_, val) => val && setSourceType(val)}
+          sx={{ mb: 3 }}
+          size="small"
+        >
+          <ToggleButton value="file">File Upload</ToggleButton>
+          <ToggleButton value="email">Email Fetch</ToggleButton>
+        </ToggleButtonGroup>
+
+        <Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
+          {sourceType === "file" ? (
+            <>
+              <Box sx={{ display: "flex", gap: 2, alignItems: "flex-end" }}>
+                <Button variant="outlined" component="label" startIcon={<CloudUploadIcon />}>
+                  Choose File
+                  <input type="file" hidden onChange={(e) => setFile(e.target.files?.[0] ?? null)} />
+                </Button>
+                <Typography variant="body2" sx={{ flex: 1, color: "text.secondary" }}>
+                  {file ? file.name : "No file selected"}
+                </Typography>
+                <Button
+                  variant="contained"
+                  onClick={handleUpload}
+                  disabled={!file || uploadMutation.isPending}
+                >
+                  {uploadMutation.isPending ? "Uploading..." : "Upload"}
+                </Button>
+              </Box>
+              {uploadedPath && (
+                <Alert severity="success" sx={{ py: 0 }}>
+                  Uploaded as: {uploadedPath}
+                </Alert>
+              )}
+              <TextField label="Format (csv, pdf, ...)" value={format} onChange={(e) => setFormat(e.target.value)} size="small" />
+            </>
+          ) : (
+            <>
+              <TextField label="Format" value={format} onChange={(e) => setFormat(e.target.value)} size="small" helperText="e.g. email, pdf, csv" />
+              <TextField label="From Email" value={fromEmail} onChange={(e) => setFromEmail(e.target.value)} size="small" />
+              <TextField label="Subject" value={subject} onChange={(e) => setSubject(e.target.value)} size="small" />
+              <TextField label="Raw Terms" value={rawTerms} onChange={(e) => setRawTerms(e.target.value)} size="small" helperText="Comma-separated search terms" />
+            </>
+          )}
+
+          <TextField label="Account Name" value={accountName} onChange={(e) => setAccountName(e.target.value)} size="small" required />
+          <TextField label="Payor Username" value={payorUsername} onChange={(e) => setPayorUsername(e.target.value)} size="small" helperText="Default: aetos" />
+
+          <Box sx={{ display: "flex", gap: 2 }}>
+            <TextField
+              label="Start Date"
+              type="datetime-local"
+              value={startDate}
+              onChange={(e) => setStartDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+            <TextField
+              label="End Date"
+              type="datetime-local"
+              value={endDate}
+              onChange={(e) => setEndDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+          </Box>
+
+          <Button
+            variant="contained"
+            onClick={handleCreate}
+            disabled={createMutation.isPending || !accountName || (sourceType === "file" && (!uploadedPath || !format)) || (sourceType === "email" && !format)}
+          >
+            {createMutation.isPending ? "Creating..." : "Create Fetch Request"}
+          </Button>
+        </Box>
+      </Paper>
+
+      <Paper sx={{ borderRadius: 4 }} variant="outlined">
+        <Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", p: 2, pb: 0 }}>
+          <Typography variant="subtitle1" fontWeight={600}>
+            Fetch Requests
+          </Typography>
+          <IconButton onClick={() => refetch()} disabled={isFetching}>
+            <RefreshIcon />
+          </IconButton>
+        </Box>
+
+        {isLoading ? (
+          <Box sx={{ display: "flex", justifyContent: "center", p: 4 }}>
+            <CircularProgress />
+          </Box>
+        ) : requests.length === 0 ? (
+          <Box sx={{ p: 4, textAlign: "center", color: "text.secondary" }}>
+            No fetch requests yet
+          </Box>
+        ) : (
+          <TableContainer>
+            <Table size="small">
+              <TableHead>
+                <TableRow>
+                  <TableCell>Fingerprint</TableCell>
+                  <TableCell>Source</TableCell>
+                  <TableCell>Account</TableCell>
+                  <TableCell>Status</TableCell>
+                  <TableCell>Created</TableCell>
+                  <TableCell align="right">Actions</TableCell>
+                </TableRow>
+              </TableHead>
+              <TableBody>
+                {requests.map((req: FetchRequest) => (
+                  <TableRow key={req.id}>
+                    <TableCell sx={{ fontFamily: "monospace", fontSize: "0.8rem" }}>
+                      <Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
+                        {req.fingerprint}
+                        <IconButton
+                          size="small"
+                          onClick={() => {
+                            navigator.clipboard.writeText(req.fingerprint);
+                            setSnackbar({ message: "Copied!", severity: "success" });
+                          }}
+                          sx={{ opacity: 0.5, '&:hover': { opacity: 1 } }}
+                        >
+                          <ContentCopyIcon sx={{ fontSize: 14 }} />
+                        </IconButton>
+                      </Box>
+                    </TableCell>
+                    <TableCell>
+                      {"path" in req.source ? "File" : "Email"}
+                    </TableCell>
+                    <TableCell>{req.account_name}</TableCell>
+                    <TableCell>
+                      <Chip
+                        label={req.status.replace(/_/g, " ")}
+                        color={statusColors[req.status]}
+                        size="small"
+                      />
+                    </TableCell>
+                    <TableCell>{formatDate(req.created_at)}</TableCell>
+                    <TableCell align="right">
+                      <IconButton size="small" onClick={() => setDeleteTarget(req)}>
+                        <DeleteIcon fontSize="small" />
+                      </IconButton>
+                    </TableCell>
+                  </TableRow>
+                ))}
+              </TableBody>
+            </Table>
+          </TableContainer>
+        )}
+      </Paper>
+
+      <Snackbar
+        open={!!snackbar}
+        autoHideDuration={4000}
+        onClose={() => setSnackbar(null)}
+        anchorOrigin={{ vertical: "bottom", horizontal: "center" }}
+      >
+        {snackbar ? <Alert severity={snackbar.severity} onClose={() => setSnackbar(null)}>{snackbar.message}</Alert> : undefined}
+      </Snackbar>
+
+      <Dialog open={!!deleteTarget} onClose={() => setDeleteTarget(null)}>
+        <DialogTitle>Delete Fetch Request?</DialogTitle>
+        <DialogContent>
+          <DialogContentText>
+            This will permanently delete the fetch request and all associated data.
+          </DialogContentText>
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={() => setDeleteTarget(null)}>Cancel</Button>
+          <Button onClick={handleDelete} color="error" disabled={deleteMutation.isPending}>
+            {deleteMutation.isPending ? "Deleting..." : "Delete"}
+          </Button>
+        </DialogActions>
+      </Dialog>
+    </Container>
+  );
+}

src/Header.tsx

@@ -20,7 +20,7 @@ import DarkModeIcon from "@mui/icons-material/DarkMode";
 import LightModeIcon from "@mui/icons-material/LightMode";
 import { useNavigate } from "react-router-dom";
 import { useAuth } from "../react-auth";
-import { ColorModeContext } from "./AppTheme";
+import { ColorModeContext } from "./shared-theme/AppTheme";
 
 interface HeaderProps {
   routerMapping: {
@@ -83,12 +83,40 @@ export default function Header({
         <Typography
           variant="h6"
           noWrap
-          sx={{ flexGrow: 1, fontWeight: "bold", cursor: "pointer" }}
+          sx={{ fontWeight: "bold", cursor: "pointer" }}
           onClick={() => navigate("/")}
         >
           {headerTitle}
         </Typography>
 
+        <span style={{ flexGrow: 1 }} />
+
+        {/* NAV LINKS */}
+        <Box
+          sx={{
+            display: { xs: "none", md: "flex" },
+            alignItems: "center",
+            mr: 2,
+            gap: 1,
+          }}
+        >
+          {[
+            { label: "Dashboard", path: "/dashboard" },
+            { label: "Fetch", path: "/fetch-requests" },
+            { label: "Reports", path: "/reports" },
+          ].map(({ label, path }) => (
+            <Button
+              key={path}
+              color="inherit"
+              onClick={() => navigate(path)}
+              sx={{ textTransform: "none", fontWeight: 500, px: 1.5 }}
+              size="small"
+            >
+              {label}
+            </Button>
+          ))}
+        </Box>
+
         {/* AUTH SECTION */}
         {isAuthenticated ? (
           <>

src/Home.tsx

@@ -1,70 +1,180 @@
 import * as React from "react";
-import { Box, Typography, Button, Container, Stack } from "@mui/material";
+import { Box, Typography, Button, Container, Grid, Paper, Chip } from "@mui/material";
+import { useTheme, alpha } from "@mui/material/styles";
 import { useNavigate } from "react-router-dom";
+import DashboardIcon from "@mui/icons-material/Dashboard";
+import SyncIcon from "@mui/icons-material/Sync";
+import BarChartIcon from "@mui/icons-material/BarChart";
+import SettingsIcon from "@mui/icons-material/Settings";
 import ArrowForwardIcon from "@mui/icons-material/ArrowForward";
+import { useAuth } from "../react-auth";
+
+interface FeatureCardProps {
+  icon: React.ReactNode;
+  title: string;
+  description: string;
+  path: string;
+  label?: string;
+  accent: string;
+}
+
+function FeatureCard({ icon, title, description, path, label, accent }: FeatureCardProps) {
+  const navigate = useNavigate();
+  const theme = useTheme();
+
+  return (
+    <Paper
+      elevation={0}
+      onClick={() => navigate(path)}
+      sx={{
+        p: 3,
+        borderRadius: 3,
+        border: "1px solid",
+        borderColor: "divider",
+        cursor: "pointer",
+        height: "100%",
+        display: "flex",
+        flexDirection: "column",
+        position: "relative",
+        overflow: "hidden",
+        transition: "all 0.25s ease",
+        "&::before": {
+          content: '""',
+          position: "absolute",
+          top: 0,
+          left: 0,
+          right: 0,
+          height: 3,
+          background: accent,
+          opacity: 0,
+          transition: "opacity 0.25s ease",
+        },
+        "&:hover": {
+          transform: "translateY(-4px)",
+          boxShadow: `0 12px 32px ${alpha(theme.palette.common.black, theme.palette.mode === "dark" ? 0.3 : 0.08)}`,
+          borderColor: "transparent",
+          "&::before": { opacity: 1 },
+        },
+      }}
+    >
+      <Box sx={{ display: "flex", alignItems: "center", gap: 1.5, mb: 1.5 }}>
+        <Box
+          sx={{
+            width: 40,
+            height: 40,
+            borderRadius: 2,
+            display: "flex",
+            alignItems: "center",
+            justifyContent: "center",
+            background: alpha(accent, 0.12),
+            color: accent,
+          }}
+        >
+          {icon}
+        </Box>
+        <Typography variant="subtitle1" fontWeight={700}>
+          {title}
+        </Typography>
+      </Box>
+
+      <Typography variant="body2" color="text.secondary" sx={{ flex: 1, lineHeight: 1.6 }}>
+        {description}
+      </Typography>
+
+      {label && (
+        <Chip
+          label={label}
+          size="small"
+          variant="outlined"
+          sx={{ mt: 2, alignSelf: "flex-start", textTransform: "capitalize" }}
+        />
+      )}
+    </Paper>
+  );
+}
 
 export default function Home() {
   const navigate = useNavigate();
+  const theme = useTheme();
+  const { currentUser } = useAuth();
+
+  const features = [
+    {
+      icon: <DashboardIcon />,
+      title: "Dashboard",
+      description: "Visualise inflows and outflows with interactive charts, drill into categories, and track trends over daily, weekly, and monthly periods.",
+      path: "/dashboard",
+      accent: theme.palette.mode === "dark" ? "#818cf8" : "#6366f1",
+    },
+    {
+      icon: <SyncIcon />,
+      title: "Fetch Requests",
+      description: "Upload bank statements or configure email ingestion to auto-import transactions. Track pipeline status from pending through to completion.",
+      path: "/fetch-requests",
+      accent: theme.palette.mode === "dark" ? "#34d399" : "#10b981",
+    },
+    {
+      icon: <BarChartIcon />,
+      title: "Report Snapshots",
+      description: "Generate cached report snapshots with custom filters — accounts, date ranges, amount bounds — then pin a snapshot on the dashboard for consistent comparisons.",
+      path: "/reports",
+      accent: theme.palette.mode === "dark" ? "#fbbf24" : "#f59e0b",
+    },
+    {
+      icon: <SettingsIcon />,
+      title: "Admin",
+      description: "Full CRUD over accounts, expenses, tags, and payors. Manage your data programmatically through the OpenAPI-driven admin panel.",
+      path: "/admin",
+      accent: theme.palette.mode === "dark" ? "#e879f9" : "#d946ef",
+    },
+  ];
 
   return (
     <Box
       sx={{
-        width: "100%",
-        minHeight: "calc(100vh - 64px)", // accounting for header
+        minHeight: "calc(100vh - 64px)",
         display: "flex",
-        alignItems: "center",
-        justifyContent: "center",
+        flexDirection: "column",
         position: "relative",
         overflow: "hidden",
         "&::before": {
           content: '""',
           position: "absolute",
-          top: "-20%",
-          left: "-10%",
-          width: "50%",
-          height: "60%",
-          background: "radial-gradient(circle, rgba(99,102,241,0.15) 0%, rgba(0,0,0,0) 70%)",
+          top: "-15%",
+          left: "-8%",
+          width: "45%",
+          height: "55%",
+          background: "radial-gradient(circle, rgba(99,102,241,0.12) 0%, transparent 70%)",
           zIndex: 0,
         },
         "&::after": {
           content: '""',
           position: "absolute",
-          bottom: "-20%",
-          right: "-10%",
-          width: "50%",
-          height: "60%",
-          background: "radial-gradient(circle, rgba(236,72,153,0.15) 0%, rgba(0,0,0,0) 70%)",
+          bottom: "-15%",
+          right: "-8%",
+          width: "45%",
+          height: "55%",
+          background: "radial-gradient(circle, rgba(236,72,153,0.1) 0%, transparent 70%)",
           zIndex: 0,
         },
       }}
     >
-      <Container maxWidth="lg" sx={{ position: "relative", zIndex: 1 }}>
-        <Stack
-          spacing={4}
-          alignItems="center"
-          textAlign="center"
+      <Container maxWidth="lg" sx={{ position: "relative", zIndex: 1, flex: 1, display: "flex", flexDirection: "column", justifyContent: "center", py: 6 }}>
+        <Box
           sx={{
-            p: { xs: 4, md: 8 },
-            backdropFilter: "blur(20px)",
-            backgroundColor: (theme) => 
-               theme.palette.mode === "dark" ? "rgba(255, 255, 255, 0.03)" : "rgba(255, 255, 255, 0.6)",
-            border: "1px solid",
-            borderColor: "divider",
-            borderRadius: 4,
-            boxShadow: (theme) =>
-              theme.palette.mode === "dark"
-                ? "0 8px 32px 0 rgba(0, 0, 0, 0.37)"
-                : "0 8px 32px 0 rgba(31, 38, 135, 0.07)",
+            textAlign: "center",
+            mb: 6,
           }}
         >
           <Typography
             variant="h1"
             sx={{
               fontWeight: 800,
-              fontSize: { xs: "3rem", md: "5rem" },
-              background: "linear-gradient(45deg, #6366f1 30%, #ec4899 90%)",
+              fontSize: { xs: "2.5rem", sm: "3.5rem", md: "5rem" },
+              background: "linear-gradient(135deg, #6366f1 0%, #ec4899 50%, #f59e0b 100%)",
               WebkitBackgroundClip: "text",
               WebkitTextFillColor: "transparent",
+              letterSpacing: "-0.03em",
               mb: 2,
             }}
           >
@@ -72,14 +182,20 @@ export default function Home() {
           </Typography>
 
           <Typography
-            variant="h5"
+            variant="h6"
             color="text.secondary"
-            sx={{ maxWidth: "600px", lineHeight: 1.6 }}
+            sx={{
+              maxWidth: 580,
+              mx: "auto",
+              lineHeight: 1.7,
+              fontWeight: 400,
+              fontSize: { xs: "1rem", md: "1.15rem" },
+            }}
           >
-            Your intelligent, extensible financial ledger. Control accounts, manage transactions, and track your data dynamically with our OpenAPI-driven architecture.
+            Your intelligent, extensible financial ledger. Import transactions, generate reports, and stay on top of your cashflow.
           </Typography>
 
-          <Box mt={4}>
+          <Box sx={{ mt: 4, display: "flex", gap: 2, justifyContent: "center", flexWrap: "wrap" }}>
             <Button
               variant="contained"
               size="large"
@@ -87,21 +203,44 @@ export default function Home() {
               onClick={() => navigate("/dashboard")}
               sx={{
                 px: 4,
-                py: 1.5,
+                py: 1.4,
                 borderRadius: "50px",
-                fontWeight: "bold",
-                background: "linear-gradient(45deg, #6366f1 30%, #ec4899 90%)",
-                transition: "transform 0.2s ease-in-out, box-shadow 0.2s",
+                fontWeight: 700,
+                background: "linear-gradient(135deg, #6366f1 0%, #ec4899 100%)",
+                transition: "transform 0.2s ease, box-shadow 0.2s",
                 "&:hover": {
-                  transform: "translateY(-3px)",
-                  boxShadow: "0 8px 20px rgba(236,72,153,0.4)",
+                  transform: "translateY(-2px)",
+                  boxShadow: `0 8px 24px ${alpha(theme.palette.primary.main, 0.35)}`,
                 },
               }}
             >
               Enter Dashboard
             </Button>
+            <Button
+              variant="outlined"
+              size="large"
+              onClick={() => navigate("/fetch-requests")}
+              sx={{
+                px: 4,
+                py: 1.4,
+                borderRadius: "50px",
+                fontWeight: 600,
+                borderWidth: 2,
+                "&:hover": { borderWidth: 2 },
+              }}
+            >
+              Import Data
+            </Button>
           </Box>
-        </Stack>
+        </Box>
+
+        <Grid container spacing={3}>
+          {features.map((f) => (
+            <Grid key={f.title} size={{ xs: 12, sm: 6, md: 3 }}>
+              <FeatureCard {...f} />
+            </Grid>
+          ))}
+        </Grid>
       </Container>
     </Box>
   );

src/ReportSnapshots.tsx

@@ -0,0 +1,273 @@
+import * as React from "react";
+import {
+  Box,
+  Container,
+  Paper,
+  Typography,
+  TextField,
+  Button,
+  Table,
+  TableBody,
+  TableCell,
+  TableContainer,
+  TableHead,
+  TableRow,
+  IconButton,
+  CircularProgress,
+  Alert,
+  Snackbar,
+  Dialog,
+  DialogTitle,
+  DialogContent,
+  DialogContentText,
+  DialogActions,
+  Switch,
+  FormControlLabel,
+  Chip,
+} from "@mui/material";
+import DeleteIcon from "@mui/icons-material/Delete";
+import AddCircleIcon from "@mui/icons-material/AddCircle";
+import RefreshIcon from "@mui/icons-material/Refresh";
+import ContentCopyIcon from "@mui/icons-material/ContentCopy";
+import {
+  useReportSnapshotsList,
+  useCreateSnapshot,
+  useDeleteSnapshot,
+} from "./features/report-snapshots";
+import type { ReportSnapshot } from "./features/report-snapshots";
+
+function formatDate(iso: string) {
+  const d = new Date(iso);
+  return d.toLocaleString();
+}
+
+export default function ReportSnapshots() {
+  const [ignoreSelf, setIgnoreSelf] = React.useState(true);
+  const [startDate, setStartDate] = React.useState("");
+  const [endDate, setEndDate] = React.useState("");
+  const [minAmount, setMinAmount] = React.useState("");
+  const [maxAmount, setMaxAmount] = React.useState("");
+  const [snackbar, setSnackbar] = React.useState<{ message: string; severity: "success" | "error" } | null>(null);
+  const [deleteTarget, setDeleteTarget] = React.useState<ReportSnapshot | null>(null);
+  const [createdSnapshotId, setCreatedSnapshotId] = React.useState<string | null>(null);
+
+  const { data: listData, isLoading, isFetching, refetch } = useReportSnapshotsList();
+  const createMutation = useCreateSnapshot();
+  const deleteMutation = useDeleteSnapshot();
+
+  const snapshots = listData?.data ?? [];
+
+  const handleCreate = async () => {
+    try {
+      const result = await createMutation.mutateAsync({
+        ignore_self: ignoreSelf || null,
+        start_date: startDate ? new Date(startDate).toISOString() : null,
+        end_date: endDate ? new Date(endDate).toISOString() : null,
+        min_amount: minAmount ? parseFloat(minAmount) : null,
+        max_amount: maxAmount ? parseFloat(maxAmount) : null,
+      });
+      const snapshotId = (result as any)?.snapshot_id;
+      if (snapshotId) {
+        setCreatedSnapshotId(snapshotId);
+        setSnackbar({ message: `Snapshot created: ${snapshotId}`, severity: "success" });
+      } else {
+        setSnackbar({ message: "Snapshot created", severity: "success" });
+      }
+      resetForm();
+    } catch (err: any) {
+      setSnackbar({ message: err?.response?.data?.detail || "Failed to create snapshot", severity: "error" });
+    }
+  };
+
+  const resetForm = () => {
+    setIgnoreSelf(false);
+    setStartDate("");
+    setEndDate("");
+    setMinAmount("");
+    setMaxAmount("");
+  };
+
+  const handleDelete = async () => {
+    if (!deleteTarget) return;
+    try {
+      await deleteMutation.mutateAsync(deleteTarget.snapshot_id);
+      setSnackbar({ message: "Snapshot deleted", severity: "success" });
+    } catch {
+      setSnackbar({ message: "Failed to delete snapshot", severity: "error" });
+    }
+    setDeleteTarget(null);
+  };
+
+  return (
+    <Container sx={{ mt: 4, mb: 4 }}>
+      <Typography variant="h5" fontWeight="bold" gutterBottom>
+        Report Snapshots
+      </Typography>
+
+      <Paper sx={{ p: 3, mb: 4, borderRadius: 4 }} variant="outlined">
+        <Typography variant="subtitle1" fontWeight={600} gutterBottom>
+          Generate New Snapshot
+        </Typography>
+
+        <Box sx={{ display: "flex", flexDirection: "column", gap: 2 }}>
+          <FormControlLabel
+            control={<Switch checked={ignoreSelf} onChange={(e) => setIgnoreSelf(e.target.checked)} />}
+            label="Ignore self-transfers"
+          />
+
+          <Box sx={{ display: "flex", gap: 2 }}>
+            <TextField
+              label="Start Date"
+              type="datetime-local"
+              value={startDate}
+              onChange={(e) => setStartDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+            <TextField
+              label="End Date"
+              type="datetime-local"
+              value={endDate}
+              onChange={(e) => setEndDate(e.target.value)}
+              size="small"
+              InputLabelProps={{ shrink: true }}
+              sx={{ flex: 1 }}
+            />
+          </Box>
+
+          <Box sx={{ display: "flex", gap: 2 }}>
+            <TextField
+              label="Min Amount"
+              type="number"
+              value={minAmount}
+              onChange={(e) => setMinAmount(e.target.value)}
+              size="small"
+              sx={{ flex: 1 }}
+            />
+            <TextField
+              label="Max Amount"
+              type="number"
+              value={maxAmount}
+              onChange={(e) => setMaxAmount(e.target.value)}
+              size="small"
+              sx={{ flex: 1 }}
+            />
+          </Box>
+
+          <Button
+            variant="contained"
+            startIcon={<AddCircleIcon />}
+            onClick={handleCreate}
+            disabled={createMutation.isPending}
+          >
+            {createMutation.isPending ? "Generating..." : "Generate Snapshot"}
+          </Button>
+
+          {createdSnapshotId && (
+            <Alert severity="success" onClose={() => setCreatedSnapshotId(null)}>
+              Snapshot created: <strong>{createdSnapshotId}</strong>. Use it in the Dashboard snapshot selector.
+            </Alert>
+          )}
+        </Box>
+      </Paper>
+
+      <Paper sx={{ borderRadius: 4 }} variant="outlined">
+        <Box sx={{ display: "flex", alignItems: "center", justifyContent: "space-between", p: 2, pb: 0 }}>
+          <Typography variant="subtitle1" fontWeight={600}>
+            Existing Snapshots
+          </Typography>
+          <IconButton onClick={() => refetch()} disabled={isFetching}>
+            <RefreshIcon />
+          </IconButton>
+        </Box>
+
+        {isLoading ? (
+          <Box sx={{ display: "flex", justifyContent: "center", p: 4 }}>
+            <CircularProgress />
+          </Box>
+        ) : snapshots.length === 0 ? (
+          <Box sx={{ p: 4, textAlign: "center", color: "text.secondary" }}>
+            No snapshots yet
+          </Box>
+        ) : (
+          <TableContainer>
+            <Table size="small">
+              <TableHead>
+                <TableRow>
+                  <TableCell>Snapshot ID</TableCell>
+                  <TableCell>Created</TableCell>
+                  <TableCell>Query</TableCell>
+                  <TableCell align="right">Actions</TableCell>
+                </TableRow>
+              </TableHead>
+              <TableBody>
+                {snapshots.map((snap: ReportSnapshot) => (
+                  <TableRow key={snap.id}>
+                    <TableCell sx={{ fontFamily: "monospace", fontSize: "0.8rem" }}>
+                      <Box sx={{ display: "flex", alignItems: "center", gap: 0.5 }}>
+                        {snap.snapshot_id}
+                        <IconButton
+                          size="small"
+                          onClick={() => {
+                            navigator.clipboard.writeText(snap.snapshot_id);
+                            setSnackbar({ message: "Copied!", severity: "success" });
+                          }}
+                          sx={{ opacity: 0.5, '&:hover': { opacity: 1 } }}
+                        >
+                          <ContentCopyIcon sx={{ fontSize: 14 }} />
+                        </IconButton>
+                      </Box>
+                    </TableCell>
+                    <TableCell>{formatDate(snap.created_at)}</TableCell>
+                    <TableCell>
+                      {snap.query ? (
+                        <Box sx={{ display: "flex", gap: 0.5, flexWrap: "wrap" }}>
+                          {snap.query.accounts && <Chip label={`${snap.query.accounts.length} account(s)`} size="small" variant="outlined" />}
+                          {snap.query.ignore_self && <Chip label="ignore_self" size="small" variant="outlined" />}
+                          {snap.query.start_date && <Chip label="start" size="small" variant="outlined" />}
+                          {snap.query.end_date && <Chip label="end" size="small" variant="outlined" />}
+                        </Box>
+                      ) : (
+                        <Typography variant="body2" color="text.secondary">—</Typography>
+                      )}
+                    </TableCell>
+                    <TableCell align="right">
+                      <IconButton size="small" onClick={() => setDeleteTarget(snap)}>
+                        <DeleteIcon fontSize="small" />
+                      </IconButton>
+                    </TableCell>
+                  </TableRow>
+                ))}
+              </TableBody>
+            </Table>
+          </TableContainer>
+        )}
+      </Paper>
+
+      <Snackbar
+        open={!!snackbar}
+        autoHideDuration={4000}
+        onClose={() => setSnackbar(null)}
+        anchorOrigin={{ vertical: "bottom", horizontal: "center" }}
+      >
+        {snackbar ? <Alert severity={snackbar.severity} onClose={() => setSnackbar(null)}>{snackbar.message}</Alert> : undefined}
+      </Snackbar>
+
+      <Dialog open={!!deleteTarget} onClose={() => setDeleteTarget(null)}>
+        <DialogTitle>Delete Snapshot?</DialogTitle>
+        <DialogContent>
+          <DialogContentText>
+            This will permanently delete the report snapshot.
+          </DialogContentText>
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={() => setDeleteTarget(null)}>Cancel</Button>
+          <Button onClick={handleDelete} color="error" disabled={deleteMutation.isPending}>
+            {deleteMutation.isPending ? "Deleting..." : "Delete"}
+          </Button>
+        </DialogActions>
+      </Dialog>
+    </Container>
+  );
+}

src/components/Dashboard/Dashboard.models.ts

@@ -0,0 +1,61 @@
+import * as React from "react";
+import {
+  ReportData,
+  GroupKey,
+} from "../../features/report";
+
+export type DashboardFlow = "outflows" | "inflows";
+export type DashboardPeriodType = "rolling" | "calendar";
+export type DashboardSelectedPeriodId = string | null;
+
+export interface DashboardState {
+  flow: DashboardFlow;
+  periodType: DashboardPeriodType;
+  selectedPeriodId: DashboardSelectedPeriodId;
+  selectedGroupKey: GroupKey | null;
+  comparison: boolean;
+}
+
+export interface DashboardStateSetters {
+  setSelectedPeriodId: (id: DashboardSelectedPeriodId) => void;
+  setSelectedGroupKey: (groupKey: GroupKey | null) => void;
+  toggleFlow: () => void;
+  togglePeriodType: () => void;
+  toggleComparison: () => void;
+}
+
+export interface DashboardSection {
+  id: string;
+  title: string;
+  component: React.ComponentType<any>;
+  summary?: string;
+  settings?: Record<string, any>;
+}
+
+export interface DashboardConfig {
+  sections: DashboardSection[];
+}
+
+export interface DashboardViewProps {
+  config: DashboardConfig;
+  data: ReportData;
+  state: DashboardState;
+  stateSetters: DashboardStateSetters;
+  isFetching: boolean;
+}
+
+export interface ColorScheme {
+  primary: string;
+  surface: string;
+  text: string;
+}
+
+export interface ComponentProps extends DashboardSection {
+  reportData: ReportData;
+
+  state: DashboardState;
+  stateSetters: DashboardStateSetters;
+  isFetching: boolean;
+
+  colorScheme: ColorScheme;
+}

src/components/Dashboard/Dashboard.view.tsx

@@ -0,0 +1,105 @@
+import * as React from "react";
+import {
+  Box,
+  Container,
+  Grid,
+  ToggleButton,
+  ToggleButtonGroup,
+  Button
+} from "@mui/material";
+import { useTheme, alpha } from "@mui/material/styles";
+import { DashboardViewProps } from "./Dashboard.models";
+
+export default function DashboardView({
+  config,
+  data,
+  state,
+  stateSetters,
+  isFetching,
+}: DashboardViewProps) {
+  const theme = useTheme();
+
+  const {
+    flow,
+    selectedGroupKey,
+  } = state;
+
+  const colorScheme = flow === "outflows" ? theme.palette.flows.outflows : theme.palette.flows.inflows;
+
+  return (
+    <Container
+      sx={{
+        mt: 4,
+        mb: 4,
+        background: `linear-gradient(180deg, ${alpha(colorScheme.primary, theme.palette.mode === "dark" ? 0.06 : 0.04)} 0%, transparent 100%)`,
+        borderRadius: 4,
+        p: 2,
+        transition: "background 0.3s ease",
+      }}
+    >
+      <Box
+        sx={{
+          display: "flex",
+          flexDirection: "column",
+          alignItems: "center",
+          mb: 3,
+        }}
+      >
+        <ToggleButtonGroup
+          value={flow}
+          exclusive
+          onChange={stateSetters.toggleFlow}
+          sx={{
+            borderRadius: 3,
+            overflow: "hidden",
+            "& .MuiToggleButton-root": {
+              px: 3,
+              textTransform: "none",
+              color: "text.secondary",
+            },
+            "&.Mui-selected": {
+              bgcolor: colorScheme.primary,
+              color: "white",
+              borderColor: colorScheme.primary,
+            },
+          }}
+        >
+          <ToggleButton value="outflows">Outflows</ToggleButton>
+          <ToggleButton value="inflows">Inflows</ToggleButton>
+        </ToggleButtonGroup>
+
+        {selectedGroupKey && Object.keys(selectedGroupKey).length > 0 && (
+          <Button
+            size="small"
+            sx={{ mt: 1, textTransform: "none" }}
+            onClick={() => stateSetters.setSelectedGroupKey(null)}
+          >
+            Clear Drill-down
+          </Button>
+        )}
+      </Box>
+
+      <Grid container spacing={4}>
+        {config.sections.map((section) => {
+          const Component = section.component;
+
+          return (
+            <Grid key={section.id} size={12}>
+              <Component
+                {...section}
+
+                reportData={data}
+
+                state={state}
+                stateSetters={stateSetters}
+                isFetching={isFetching}
+
+                colorScheme={colorScheme}
+              />
+            </Grid>
+          );
+        })}
+      </Grid>
+    </Container>
+  );
+}

src/components/Dashboard/index.ts

@@ -0,0 +1,2 @@
+export { default } from "./Dashboard.view";
+export * from "./Dashboard.models";

src/components/HistoryChart.tsx

@@ -1,387 +0,0 @@
-import * as React from "react";
-import {
-  Box,
-  Typography,
-  ToggleButtonGroup,
-  ToggleButton,
-  Paper
-} from "@mui/material";
-import {
-  ChartDataPoint,
-  HistoryChartProps,
-  ChartData,
-} from "../types/historyChart";
-import IconButton from "@mui/material/IconButton";
-import ChevronLeftIcon from "@mui/icons-material/ChevronLeft";
-import ChevronRightIcon from "@mui/icons-material/ChevronRight";
-
-const formatDisplay = (
-  point: ChartDataPoint,
-  tab: string,
-  comparison: boolean
-) => {
-  const base = point.amount;
-  const cmp = point.compareAmount ?? 0;
-
-  const formatShort = (val: number) => {
-    if (tab === "monthly") {
-      if (val >= 100000) return `${(val / 100000).toFixed(2)}L`;
-    }
-    if (tab === "weekly") {
-      if (val >= 1000) return `${(val / 1000).toFixed(1)}K`;
-    }
-    return val.toLocaleString("en-IN");
-  };
-
-  // Only hide diff when comparison OFF or compare is undefined
-  if (!comparison) {
-    return `₹ ${formatShort(base)}`;
-  }
-
-  const diff = base - cmp;
-  const sign = diff >= 0 ? "+" : "-";
-  const absDiff = Math.abs(diff);
-
-  return `₹ ${formatShort(base)} (${sign}${formatShort(absDiff)})`;
-};
-
-const formatLabel = (label: string, type: string) => {
-  if (type === "monthly") return label;
-
-  if (type === "weekly") {
-    const parts = label.split(" - ");
-    if (parts.length === 2) {
-      const [start, end] = parts;
-      const startDay = start.split(" ")[0];
-      const endParts = end.split(" ");
-      const endDay = endParts[0];
-      const month = endParts[1];
-      return `${startDay}–${endDay} ${month}`;
-    }
-  }
-
-  return label;
-};
-
-export default function HistoryChart({
-  header,
-  summary,
-  tabs,
-  data,
-  period,
-  onPeriodChange,
-  comparison,
-  setComparison,
-}: HistoryChartProps) {
-  const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
-
-  const handleTabChange = (_: React.MouseEvent<HTMLElement>, newTab: string | null) => {
-    if (newTab !== null) setActiveTab(newTab);
-  };
-
-  const activeDataKey = activeTab.toLowerCase() as keyof ChartData;
-
-  let rawData: ChartDataPoint[] = [];
-
-  if (activeDataKey === "daily") {
-    rawData = data.daily || [];
-  } else {
-    const section = data[activeDataKey];
-    rawData = section?.[period] || [];
-  }
-
-  const currentData = rawData;
-
-  const maxAmount =
-    currentData.length > 0
-      ? Math.max(
-          ...currentData.flatMap((d) =>
-            comparison ? [d.amount, d.compareAmount || 0] : [d.amount]
-          ),
-          1
-        )
-      : 1;
-
-  const [startIndex, setStartIndex] = React.useState(0);
-  const visibleCountDataTabMapping = {
-    daily: 7,
-    weekly: 6,
-    monthly: 4,
-  }
-  const visibleCount = visibleCountDataTabMapping[activeDataKey];
-  const total = currentData.length;
-
-  // clamp startIndex so we always show full 5 (when possible)
-  const clampedStartIndex = Math.min(
-    startIndex,
-    Math.max(total - visibleCount, 0)
-  );
-
-  const visibleData = currentData.slice(
-    clampedStartIndex,
-    clampedStartIndex + visibleCount
-  );
-
-  const canGoLeft = startIndex > 0;
-  const canGoRight = startIndex + visibleCount < currentData.length;
-
-  const handlePrev = () => {
-    if (canGoLeft) setStartIndex((prev) => prev - visibleCount);
-  };
-
-  const handleNext = () => {
-    if (canGoRight) setStartIndex((prev) => prev + visibleCount);
-  };
-
-  return (
-    <Paper
-      sx={{
-        p: { xs: 2, sm: 4 },
-        borderRadius: 4,
-        width: "100%",
-        boxShadow: "none",
-        border: "1px solid",
-        borderColor: "divider"
-      }}
-    >
-      <Typography variant="h6" fontWeight={700} gutterBottom>
-        {header}
-      </Typography>
-
-      {summary && (
-        <Typography variant="body2" color="text.secondary" sx={{ mb: 3 }}>
-          {summary}
-        </Typography>
-      )}
-
-      <ToggleButtonGroup
-        value={activeTab}
-        exclusive
-        onChange={handleTabChange}
-        fullWidth
-        sx={{ mb: 4 }}
-      >
-        {tabs.map((tab) => (
-          <ToggleButton key={tab} value={tab}>
-            {tab}
-          </ToggleButton>
-        ))}
-      </ToggleButtonGroup>
-
-      <Box
-        sx={{
-          display: "flex",
-          alignItems: "center",
-          justifyContent: "space-between",
-          mb: 3
-        }}
-      >
-        {/* Rolling / Calendar */}
-        <ToggleButtonGroup
-          value={period}
-          exclusive
-          onChange={(_, v) => v && onPeriodChange(v)}
-          size="small"
-        >
-          <ToggleButton value="rolling">Rolling</ToggleButton>
-          <ToggleButton
-            value="calendar"
-            disabled={activeDataKey === "daily"}
-          >
-            Calendar
-          </ToggleButton>
-        </ToggleButtonGroup>
-
-        {/* Compare toggle */}
-        <ToggleButton
-          value="compare"
-          selected={comparison}
-          onChange={() => setComparison(!comparison)}
-          size="small"
-          sx={{
-            textTransform: "none",
-            borderRadius: 2,
-            px: 2,
-
-            // OFF
-            color: "text.secondary",
-            border: "1px solid",
-            borderColor: "divider",
-
-            // ON
-            "&.Mui-selected": {
-              color: "white",
-              bgcolor: "success.main",
-              borderColor: "success.main"
-            },
-            "&.Mui-selected:hover": {
-              bgcolor: "success.dark"
-            }
-          }}
-        >
-          Compare
-        </ToggleButton>
-      </Box>
-
-      {currentData.length > 0 ? (
-        <Box sx={{ position: "relative", mt: 4 }}>
-
-          {/* LEFT ARROW */}
-          {canGoLeft && (
-            <IconButton
-              onClick={handlePrev}
-              size="small"
-              sx={{
-                position: "absolute",
-                left: 0,
-                top: "50%",
-                transform: "translateY(-50%)",
-                zIndex: 2,
-                bgcolor: "background.paper",
-                boxShadow: 1
-              }}
-            >
-              <ChevronLeftIcon fontSize="small" />
-            </IconButton>
-          )}
-
-          {/* CHART */}
-          <Box sx={{ display: "flex", alignItems: "flex-end", height: 220, mt: 4 }}>
-            {visibleData.map((point) => {
-              const currentHeight = (point.amount / maxAmount) * 100;
-              const compareHeight = comparison
-                ? ((point.compareAmount || 0) / maxAmount) * 100
-                : 0;
-              const labelHeight = Math.max(currentHeight, compareHeight);
-
-              return (
-                <Box
-                  key={point.id}
-                  sx={{
-                    flex: 1,
-                    display: "flex",
-                    flexDirection: "column",
-                    alignItems: "center",
-                    justifyContent: "flex-end",
-                    height: "100%"
-                  }}
-                >
-                  <Box
-                    sx={{
-                      display: "flex",
-                      alignItems: "flex-end",
-                      gap: comparison ? 0.5 : 0,
-                      height: "100%",
-                      position: "relative"
-                    }}
-                  >
-                    <Typography
-                      variant="caption"
-                      sx={{
-                        position: "absolute",
-                        bottom: `${labelHeight}%`,
-                        left: "50%",
-                        transform: "translate(-50%, -6px)",
-                        fontSize: "0.65rem",
-                        whiteSpace: "nowrap",
-                        pointerEvents: "none"
-                      }}
-                    >
-                      {formatDisplay(point, activeTab.toLowerCase(), comparison)}
-                    </Typography>
-
-                    {/* Compare */}
-                    {comparison && (
-                      <Box
-                        sx={{
-                          width: 6,
-                          height: `${compareHeight}%`,
-                          bgcolor: "grey.400",
-                          borderRadius: 2
-                        }}
-                      />
-                    )}
-
-                    {/* Spacer */}
-                    <Box sx={{ width: 4 }} />
-
-                    {/* Current */}
-                    <Box
-                      sx={{
-                        width: 10,
-                        height: `${currentHeight}%`,
-                        bgcolor: point.highlighted ? "error.main" : "primary.main",
-                        borderRadius: 2
-                      }}
-                    />
-                  </Box>
-
-                  <Box
-                    sx={{
-                      mt: 1,
-                      textAlign: "center",
-                      display: "flex",
-                      flexDirection: "column",
-                      alignItems: "center",
-                      lineHeight: 1.1
-                    }}
-                  >
-                    <Typography
-                      variant="caption"
-                      sx={{
-                        fontSize: "0.7rem",
-                        opacity: 0.7,
-                        color: "text.primary",
-                      }}
-                    >
-                      {formatLabel(point.id, activeDataKey)}
-                    </Typography>
-
-                    <Typography
-                      variant="caption"
-                      sx={{
-                        fontSize: "0.65rem",
-                        color: "grey.400",
-                        visibility:
-                          comparison && point.compareLabel && activeDataKey !== "daily"
-                            ? "visible"
-                            : "hidden"
-                      }}
-                    >
-                      {point.compareLabel
-                        ? formatLabel(point.compareLabel, activeDataKey)
-                        : "placeholder"}
-                    </Typography>
-                  </Box>
-                </Box>
-              );
-            })}
-          </Box>
-
-          {/* RIGHT ARROW */}
-          {canGoRight && (
-            <IconButton
-              onClick={handleNext}
-              size="small"
-              sx={{
-                position: "absolute",
-                right: 0,
-                top: "50%",
-                transform: "translateY(-50%)",
-                zIndex: 2,
-                bgcolor: "background.paper",
-                boxShadow: 1
-              }}
-            >
-              <ChevronRightIcon fontSize="small" />
-            </IconButton>
-          )}
-        </Box>
-      ) : (
-        <Box sx={{ height: 200, display: "flex", alignItems: "center", justifyContent: "center" }}>
-          <Typography color="text.secondary">No Data Available</Typography>
-        </Box>
-      )}
-    </Paper>
-  );
-}

src/components/HistoryChart/HistoryChart.adapter.ts

@@ -0,0 +1,73 @@
+import { ReportData } from "../../features/report";
+import {
+  mergeBucketPeriods,
+  getAmount,
+  PeriodKey,
+} from "../report.helpers";
+import { ChartDataPoint } from "./HistoryChart.models";
+
+// ─── Tab → PeriodKey ─────────────────────────────────────────
+
+const TAB_TO_KEY: Record<string, PeriodKey> = {
+  Daily: "daily",
+  Weekly: "weekly",
+  Monthly: "monthly",
+  "All Time": "all",
+};
+
+export function tabToKey(tab: string): PeriodKey {
+  return TAB_TO_KEY[tab] ?? "all";
+}
+
+// ─── Comparison ──────────────────────────────────────────────
+
+function attachComparison(
+  points: ChartDataPoint[],
+  key: PeriodKey
+): ChartDataPoint[] {
+  const getCompareIndex = (i: number) => {
+    if (key === "daily") return i - 7;
+    if (key === "weekly") return i - 4;
+    if (key === "monthly") return i - 12;
+    return -1;
+  };
+
+  return points.map((p, i) => {
+    const ci = getCompareIndex(i);
+
+    return {
+      ...p,
+      compare:
+        ci >= 0 && points[ci]
+          ? {
+              id: points[ci].id,
+              label: points[ci].label,
+              amount: points[ci].amount,
+            }
+          : undefined,
+    };
+  });
+}
+
+// ─── Main adapter ────────────────────────────────────────────
+
+export function buildChartData(
+  reportData: ReportData,
+  key: PeriodKey,
+  flow: "outflows" | "inflows",
+  comparison: boolean
+): ChartDataPoint[] {
+  const merged = mergeBucketPeriods(reportData.buckets, key);
+
+  let points: ChartDataPoint[] = merged.map((p) => ({
+    id: p.id,
+    label: p.label,
+    amount: getAmount(p),
+  }));
+
+  if (comparison) {
+    points = attachComparison(points, key);
+  }
+
+  return points;
+}

src/components/HistoryChart/HistoryChart.models.ts

@@ -0,0 +1,10 @@
+export interface _ChartDataPoint {
+  id: string;
+  label: string;
+  amount: number;
+  highlighted?: boolean;
+}
+
+export interface ChartDataPoint extends _ChartDataPoint {
+  compare?: _ChartDataPoint;
+}

src/components/HistoryChart/HistoryChart.props.ts

@@ -0,0 +1,21 @@
+import * as React from "react";
+import { ComponentProps } from "../Dashboard";
+import { ChartDataPoint } from "./HistoryChart.models";
+
+export interface HistoryChartProps extends ComponentProps {
+  settings: {
+    tabs: string[];
+  };
+}
+
+export interface HistoryChartViewProps extends HistoryChartProps {
+  activeTab: string;
+  setActiveTab: (v: string) => void;
+  currentData: ChartDataPoint[];
+  visibleData: ChartDataPoint[];
+  maxAmount: number;
+  visibleCount: number;
+  startIndex: number;
+  setStartIndex: React.Dispatch<React.SetStateAction<number>>;
+  activeDataKey: string;
+}

src/components/HistoryChart/HistoryChart.tsx

@@ -0,0 +1,96 @@
+import * as React from "react";
+import HistoryChartView from "./HistoryChart.view";
+import { buildChartData, tabToKey } from "./HistoryChart.adapter";
+import { HistoryChartProps } from "./HistoryChart.props";
+
+
+export default function HistoryChart(props: HistoryChartProps) {
+  const {
+    settings,
+    reportData,
+    state,
+    stateSetters,
+
+    isFetching,
+  } = props;
+
+  const { flow, comparison, selectedPeriodId } = state;
+  const { setSelectedPeriodId } = stateSetters;
+  const { tabs } = settings;
+
+  const [activeTab, setActiveTab] = React.useState<string>(tabs[0] || "");
+  const [startIndex, setStartIndex] = React.useState(0);
+
+  const activeDataKey = tabToKey(activeTab);
+
+  const currentData = React.useMemo(() => {
+    return buildChartData(reportData, activeDataKey, flow, comparison);
+  }, [reportData, activeDataKey, flow, comparison]);
+
+  const maxAmount =
+    currentData.length > 0
+      ? Math.max(
+          ...currentData.flatMap((d) =>
+            comparison
+              ? [d.amount, ...(d.compare ? [d.compare.amount] : [])]
+              : [d.amount]
+          ),
+          1
+        )
+      : 1;
+
+  const visibleCountMap = {
+    daily: 7,
+    weekly: 6,
+    monthly: 4,
+    all: 4,
+  };
+
+  const visibleCount = visibleCountMap[activeDataKey] ?? 4;
+
+  const total = currentData.length;
+
+  const clampedStartIndex = Math.min(
+    startIndex,
+    Math.max(total - visibleCount, 0)
+  );
+
+  React.useEffect(() => {
+    if (startIndex !== clampedStartIndex) {
+      setStartIndex(clampedStartIndex);
+    }
+  }, [startIndex, clampedStartIndex]);
+
+  const visibleData = currentData.slice(
+    clampedStartIndex,
+    clampedStartIndex + visibleCount
+  );
+
+  React.useEffect(() => {
+    setSelectedPeriodId(null);
+  }, [activeTab]);
+
+  React.useEffect(() => {
+    if (
+      selectedPeriodId &&
+      !visibleData.some((p) => p.id === selectedPeriodId)
+    ) {
+      setSelectedPeriodId(null);
+    }
+  }, [visibleData, selectedPeriodId]);
+
+  return (
+    <HistoryChartView
+      {...props}
+      activeTab={activeTab}
+      setActiveTab={setActiveTab}
+      currentData={currentData}
+      visibleData={visibleData}
+      maxAmount={maxAmount}
+      visibleCount={visibleCount}
+      startIndex={clampedStartIndex}
+      setStartIndex={setStartIndex}
+      activeDataKey={activeDataKey}
+    />
+  );
+}

src/components/HistoryChart/HistoryChart.utils.ts

@@ -0,0 +1,27 @@
+import { ChartDataPoint } from "./HistoryChart.models";
+
+export const formatDisplay = (
+  point: ChartDataPoint,
+  tab: string,
+  comparison: boolean
+) => {
+  const base = point.amount;
+  const cmp = point.compare?.amount ?? 0;
+
+  const formatShort = (val: number) => {
+    if (tab === "monthly" && val >= 100000) {
+      return `${(val / 100000).toFixed(2)}L`;
+    }
+    if (tab === "weekly" && val >= 1000) {
+      return `${(val / 1000).toFixed(1)}K`;
+    }
+    return val.toLocaleString("en-IN");
+  };
+
+  if (!comparison) return `₹ ${formatShort(base)}`;
+
+  const diff = base - cmp;
+  const sign = diff >= 0 ? "+" : "-";
+
+  return `₹ ${formatShort(base)} (${sign}${formatShort(Math.abs(diff))})`;
+};

src/components/HistoryChart/HistoryChart.view.tsx

@@ -0,0 +1,205 @@
+import * as React from "react";
+import {
+  Box,
+  Typography,
+  ToggleButtonGroup,
+  ToggleButton,
+  Paper
+} from "@mui/material";
+import { useTheme, alpha } from "@mui/material/styles";
+import IconButton from "@mui/material/IconButton";
+import ChevronLeftIcon from "@mui/icons-material/ChevronLeft";
+import ChevronRightIcon from "@mui/icons-material/ChevronRight";
+import {
+  HistoryChartViewProps,
+} from "./HistoryChart.props";
+import { formatDisplay } from "./HistoryChart.utils";
+
+export default function HistoryChartView({
+  title,
+  summary,
+  settings,
+
+  state,
+  stateSetters,
+  isFetching,
+
+  colorScheme,
+
+  activeTab,
+  setActiveTab,
+  currentData,
+  visibleData,
+  maxAmount,
+  visibleCount,
+  startIndex,
+  setStartIndex,
+  activeDataKey,
+}: HistoryChartViewProps) {
+
+  const { flow, periodType, selectedPeriodId, comparison } = state;
+  const { togglePeriodType, setSelectedPeriodId, toggleComparison } = stateSetters;
+
+  const theme = useTheme();
+  const isDark = theme.palette.mode === "dark";
+
+  const total = currentData.length;
+  const maxStartIndex = Math.max(total - visibleCount, 0);
+  const clampedStartIndex = Math.min(startIndex, maxStartIndex);
+
+  const handleTabChange = (_: React.MouseEvent<HTMLElement>, newTab: string | null) => {
+    if (newTab !== null) setActiveTab(newTab);
+  };
+
+  const canGoLeft = clampedStartIndex > 0;
+  const canGoRight = clampedStartIndex < maxStartIndex;
+
+  const handlePrev = () => {
+    if (!canGoLeft) return;
+    setStartIndex((prev) => Math.max(prev - visibleCount, 0));
+  };
+
+  const handleNext = () => {
+    if (!canGoRight) return;
+    setStartIndex((prev) => {
+      const next = prev + visibleCount;
+      return Math.min(next, maxStartIndex);
+    });
+  };
+
+  return (
+    <Paper
+      sx={{
+        p: { xs: 2.5, sm: 4 },
+        borderRadius: 4,
+        width: "100%",
+        boxShadow: "none",
+        border: "1px solid",
+        borderColor: "divider",
+        bgcolor: isDark ? "background.paper" : colorScheme.surface,
+        opacity: isFetching ? 0.6 : 1,
+        transition: "opacity 0.3s ease",
+        pointerEvents: isFetching ? "none" : "auto",
+      }}
+    >
+      <Typography variant="h6" fontWeight={700} gutterBottom>
+        {title}
+      </Typography>
+
+      {summary && (
+        <Typography variant="body2" color="text.secondary" sx={{ mb: 3 }}>
+          {summary}
+        </Typography>
+      )}
+
+      <ToggleButtonGroup value={activeTab} exclusive onChange={handleTabChange} fullWidth sx={{ mb: 4 }}>
+        {settings.tabs.map((tab) => (
+          <ToggleButton key={tab} value={tab}>
+            {tab}
+          </ToggleButton>
+        ))}
+      </ToggleButtonGroup>
+
+      <Box sx={{ display: "flex", justifyContent: "space-between", mb: 3 }}>
+        <ToggleButtonGroup value={periodType} exclusive onChange={togglePeriodType} size="small">
+          <ToggleButton value="rolling">Rolling</ToggleButton>
+          <ToggleButton value="calendar">Calendar</ToggleButton>
+        </ToggleButtonGroup>
+
+        <ToggleButton
+          value="compare"
+          selected={comparison}
+          onChange={toggleComparison}
+          size="small"
+        >
+          Compare
+        </ToggleButton>
+      </Box>
+
+      {currentData.length > 0 ? (
+        <Box sx={{ position: "relative", mt: 4 }}>
+          {canGoLeft && (
+            <IconButton onClick={handlePrev} size="small" sx={{ position: "absolute", left: 0, top: "50%" }}>
+              <ChevronLeftIcon fontSize="small" />
+            </IconButton>
+          )}
+
+          <Box sx={{ display: "flex", alignItems: "flex-end", height: 220, mt: 4 }}>
+            {visibleData.map((point) => {
+              const currentHeight = (point.amount / maxAmount) * 100;
+              const compareHeight = comparison
+                ? ((point.compare?.amount ?? 0) / maxAmount) * 100
+                : 0;
+
+              const isSelected = selectedPeriodId === point.id;
+              const display = formatDisplay(point, activeDataKey, comparison);
+
+              return (
+                <Box
+                  key={point.id}
+                  onClick={() =>
+                    setSelectedPeriodId(isSelected ? null : point.id)
+                  }
+                  sx={{
+                    flex: 1,
+                    display: "flex",
+                    flexDirection: "column",
+                    alignItems: "center",
+                    cursor: "pointer",
+                    height: "100%"
+                  }}
+                >
+                  <Box sx={{ display: "flex", alignItems: "flex-end", gap: 1, height: "100%" }}>
+                    {comparison && (
+                      <Box
+                        sx={{
+                          width: 8,
+                          height: `${compareHeight}%`,
+                          bgcolor: alpha(colorScheme.primary, 0.4),
+                          borderRadius: "4px 4px 0 0"
+                        }}
+                      />
+                    )}
+
+                    <Box
+                      sx={{
+                        width: 12,
+                        height: `${currentHeight}%`,
+                        bgcolor: isSelected ? "warning.main" : colorScheme.primary,
+                        borderRadius: "4px 4px 0 0"
+                      }}
+                    />
+                  </Box>
+
+                  <Typography variant="caption">
+                    {point.label}
+                  </Typography>
+
+                  {comparison && point.compare && (
+                    <Typography variant="caption" color="text.secondary">
+                      {point.compare.label}
+                    </Typography>
+                  )}
+
+                  <Typography variant="caption">
+                    {display}
+                  </Typography>
+                </Box>
+              );
+            })}
+          </Box>
+
+          {canGoRight && (
+            <IconButton onClick={handleNext} size="small" sx={{ position: "absolute", right: 0, top: "50%" }}>
+              <ChevronRightIcon fontSize="small" />
+            </IconButton>
+          )}
+        </Box>
+      ) : (
+        <Box sx={{ height: 200, display: "flex", alignItems: "center", justifyContent: "center" }}>
+          <Typography color="text.secondary">No Data Available</Typography>
+        </Box>
+      )}
+    </Paper>
+  );
+}

src/components/HistoryChart/index.ts

@@ -0,0 +1,2 @@
+export { default } from "./HistoryChart";
+export * from "./HistoryChart.models";

src/components/LatestItems/LatestItems.adapter.ts

@@ -0,0 +1,31 @@
+import { ReportData, GroupKey } from "../../features/report";
+import {
+  formatCurrency,
+  extractFilteredTransactions,
+} from "../report.helpers";
+import { LatestItem } from "./LatestItems.models";
+
+// ─── Main adapter ────────────────────────────────────────────
+
+export function buildLatestItems(
+  reportData: ReportData,
+  selectedPeriodId: string | null | undefined,
+  selectedGroupKey: GroupKey | null | undefined,
+  flow: "outflows" | "inflows"
+): LatestItem[] {
+  const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
+
+  return txns
+    .sort(
+      (a, b) =>
+        new Date(b.occurred_at).getTime() -
+        new Date(a.occurred_at).getTime()
+    )
+    .map((t, index) => ({
+      id: index + 1,
+      title: t.payee.name,
+      subtitle: t.tags.map((tag) => tag.name).join(", "),
+      amount: formatCurrency(t.amount),
+      timeAgo: new Date(t.occurred_at).toLocaleDateString("en-IN"),
+    }));
+}

src/components/LatestItems/LatestItems.models.ts

@@ -0,0 +1,7 @@
+export interface LatestItem {
+  id: string | number;
+  title: string;
+  subtitle: string;
+  amount: string;
+  timeAgo: string;
+}

src/components/LatestItems/LatestItems.props.ts

@@ -0,0 +1,10 @@
+import { ComponentProps } from "../Dashboard";
+import { LatestItem } from "./LatestItems.models";
+
+export interface LatestItemsProps extends ComponentProps {}
+
+export interface LatestItemsViewProps extends LatestItemsProps {
+  items: LatestItem[];
+  canExpand: boolean;
+  onExpand: () => void;
+}

src/components/LatestItems/LatestItems.tsx

@@ -0,0 +1,40 @@
+import * as React from "react";
+import { buildLatestItems } from "./LatestItems.adapter";
+import LatestItemsView from "./LatestItems.view";
+import { LatestItemsProps } from "./LatestItems.props";
+
+export default function LatestItems(props: LatestItemsProps) {
+  const {
+    reportData,
+    state,
+    stateSetters,
+    isFetching,
+  } = props;
+
+  const { flow, selectedPeriodId, selectedGroupKey } = state;
+  const [visibleCount, setVisibleCount] = React.useState(5);
+
+  // Reset count when flow changes to start clean
+  React.useEffect(() => {
+    setVisibleCount(5);
+  }, [flow]);
+
+  const allItems = React.useMemo(() => {
+    return buildLatestItems(reportData, selectedPeriodId, selectedGroupKey, flow);
+  }, [reportData, selectedPeriodId, selectedGroupKey, flow]);
+
+  const visibleItems = React.useMemo(() => {
+    return allItems.slice(0, visibleCount);
+  }, [allItems, visibleCount]);
+
+  const canExpand = visibleCount < allItems.length;
+
+  return (
+    <LatestItemsView
+      {...props}
+      items={visibleItems}
+      canExpand={canExpand}
+      onExpand={() => setVisibleCount((prev) => prev + 5)}
+    />
+  );
+}

src/components/LatestItems/LatestItems.view.tsx

@@ -7,51 +7,30 @@ import {
   Avatar,
   Typography,
   Box,
-  Button,
+  IconButton,
 } from "@mui/material";
+import { alpha } from "@mui/material/styles";
+import ExpandMoreIcon from "@mui/icons-material/ExpandMore";
+import { LatestItemsViewProps } from "./LatestItems.props";
 
-export interface LatestItem {
-  id: string | number;
-  icon: React.ReactNode;
-  iconBgColor?: string;
-  title: string;
-  subtitle: string;
-  amount: string;
-  timeAgo: string;
-}
-
-export interface LatestItemsListProps {
-  title?: string;
-  items: LatestItem[];
-  onViewAll?: () => void;
-}
-
-export default function LatestItemsList({
-  title = "Recent Transactions",
+export default function LatestItemsView({
   items,
-  onViewAll,
-}: LatestItemsListProps) {
+  title,
+  canExpand,
+  onExpand,
+  isFetching,
+  colorScheme,
+}: LatestItemsViewProps) {
+  const accentColor = colorScheme?.primary || "";
+
   return (
-    <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2 }}>
-      {/* Header */}
-      <Box sx={{ display: "flex", justifyContent: "space-between", alignItems: "center", mb: 2, px: 2 }}>
+    <Box sx={{ width: "100%", bgcolor: "background.paper", borderRadius: 4, p: 2, opacity: isFetching ? 0.6 : 1, transition: "opacity 0.3s ease", pointerEvents: isFetching ? "none" : "auto" }}>
+      <Box sx={{ mb: 2, px: 2 }}>
         <Typography variant="h6" fontWeight="bold">
           {title}
         </Typography>
-        {onViewAll && (
-          <Button
-            variant="text"
-            color="inherit"
-            size="small"
-            sx={{ textTransform: "none", color: "text.secondary", fontWeight: "medium" }}
-            onClick={onViewAll}
-          >
-            view all
-          </Button>
-        )}
       </Box>
 
-      {/* List */}
       <List disablePadding>
         {items.map((item, index) => (
           <ListItem
@@ -62,28 +41,24 @@ export default function LatestItemsList({
               mb: index !== items.length - 1 ? 1 : 0,
               borderRadius: 3,
               "&:hover": { bgcolor: "action.hover" },
-              transition: "background-color 0.2s ease",
             }}
           >
             <ListItemAvatar>
               <Avatar
                 variant="rounded"
                 sx={{
-                  bgcolor: item.iconBgColor || "grey.200",
-                  color: "inherit",
+                  bgcolor: alpha(accentColor, 0.13),
                   width: 48,
                   height: 48,
                   borderRadius: 3,
                   mr: 2,
                 }}
-              >
-                {item.icon}
-              </Avatar>
+              />
             </ListItemAvatar>
 
             <ListItemText
               primary={
-                <Typography variant="subtitle1" fontWeight={600} color="text.primary">
+                <Typography variant="subtitle1" fontWeight={600}>
                   {item.title}
                 </Typography>
               }
@@ -95,15 +70,23 @@ export default function LatestItemsList({
             />
 
             <Box sx={{ textAlign: "right" }}>
-              <Typography variant="subtitle1" fontWeight={700} color="text.primary">
+              <Typography variant="subtitle1" fontWeight={700}>
                 {item.amount}
               </Typography>
-              <Typography variant="caption" color="text.secondary" sx={{ display: 'block', mt: 0.5 }}>
+              <Typography variant="caption" color="text.secondary">
                 {item.timeAgo}
               </Typography>
             </Box>
           </ListItem>
         ))}
+
+        {canExpand && (
+          <Box sx={{ display: "flex", justifyContent: "center", mt: 2 }}>
+            <IconButton size="small" onClick={onExpand}>
+              <ExpandMoreIcon />
+            </IconButton>
+          </Box>
+        )}
       </List>
     </Box>
   );

src/components/LatestItems/index.ts

@@ -0,0 +1,2 @@
+export { default } from "./LatestItems";
+export * from "./LatestItems.models";

src/components/ProgressCard.tsx

@@ -1,80 +0,0 @@
-import * as React from "react";
-import { Box, Typography, Paper, LinearProgress, linearProgressClasses } from "@mui/material";
-
-export interface ProgressCardProps {
-  header: string;
-  summary?: string;
-  progressAmount: number;
-  totalAmount: number;
-  colorTheme?: "primary" | "secondary" | "error" | "info" | "success" | "warning";
-}
-
-export default function ProgressCard({
-  header,
-  summary,
-  progressAmount,
-  totalAmount,
-  colorTheme = "info",
-}: ProgressCardProps) {
-  const percentage = Math.min(100, Math.max(0, (progressAmount / totalAmount) * 100)) || 0;
-  
-  const displaySummary = summary ?? `Rs ${progressAmount} / Rs ${totalAmount}`;
-  
-  const parts = displaySummary.split('/');
-  const prefixAmount = parts[0]?.trim() || '';
-  const suffixString = parts.length > 1 ? `/ ${parts.slice(1).join('/').trim()}` : '';
-
-  return (
-    <Paper
-      elevation={4}
-      sx={{
-        width: "100%",
-        p: { xs: 3, md: 4 },
-        borderRadius: 4,
-        background: (theme) =>
-          colorTheme === "info"
-            ? "linear-gradient(135deg, #0284c7 0%, #06b6d4 100%)"
-            : `linear-gradient(135deg, ${theme.palette[colorTheme].main} 0%, ${theme.palette[colorTheme].light} 100%)`,
-        color: "#fff",
-        display: "flex",
-        flexDirection: "column",
-        alignItems: "center",
-        justifyContent: "center",
-        position: 'relative',
-        overflow: 'hidden',
-        boxShadow: (theme) => `0 12px 24px -10px ${theme.palette.mode === 'dark' ? '#000' : theme.palette[colorTheme].main}`,
-      }}
-    >
-      <Typography variant="subtitle1" fontWeight={600} sx={{ opacity: 0.9, mb: 1 }}>
-        {header}
-      </Typography>
-
-      <Typography variant="h3" fontWeight={800} sx={{ mb: 3 }}>
-        {prefixAmount}{" "}
-        {suffixString && (
-          <Typography component="span" variant="subtitle1" sx={{ opacity: 0.7, fontWeight: 500 }}>
-            {suffixString}
-          </Typography>
-        )}
-      </Typography>
-
-      <Box sx={{ width: "85%" }}>
-        <LinearProgress
-          variant="determinate"
-          value={percentage}
-          sx={{
-            height: 10,
-            borderRadius: 5,
-            [`&.${linearProgressClasses.colorPrimary}`]: {
-              backgroundColor: "rgba(0, 0, 0, 0.2)",
-            },
-            [`& .${linearProgressClasses.bar}`]: {
-              borderRadius: 5,
-              backgroundColor: "#fff", 
-            },
-          }}
-        />
-      </Box>
-    </Paper>
-  );
-}

src/components/ProgressCard/ProgressCard.props.ts

@@ -0,0 +1,14 @@
+import { ComponentProps } from "../Dashboard";
+
+export interface ProgressCardProps extends ComponentProps {
+  settings: {
+    compact: boolean;
+  };
+}
+
+export interface ProgressCardViewProps extends ProgressCardProps {
+  progressAmount: number;
+  totalAmount: number;
+  selected: boolean;
+  onClick: () => void;
+}

src/components/ProgressCard/ProgressCard.view.tsx

@@ -0,0 +1,129 @@
+import * as React from "react";
+import {
+  Box,
+  Typography,
+  Paper,
+  LinearProgress,
+  Divider,
+  linearProgressClasses
+} from "@mui/material";
+import { useTheme, alpha } from "@mui/material/styles";
+import { getPercentage, formatCurrency } from "../report.helpers";
+import { ProgressCardViewProps } from "./ProgressCard.props";
+
+export default function ProgressCardView({
+  title,
+  settings,
+
+  isFetching,
+
+  colorScheme,
+
+  progressAmount,
+  totalAmount,
+  selected,
+  onClick,
+}: ProgressCardViewProps) {
+  const theme = useTheme();
+
+  const percentage = getPercentage(progressAmount, totalAmount);
+  const formattedProgress = formatCurrency(progressAmount);
+  const formattedTotal = formatCurrency(totalAmount);
+
+  return (
+    <Paper
+      elevation={settings.compact ? 2 : 4}
+      onClick={onClick}
+      sx={{
+        width: "100%",
+        p: settings.compact ? { xs: 2.5, md: 3 } : { xs: 3, md: 4 },
+        borderRadius: settings.compact ? 3 : 4,
+        transform: selected ? "scale(1.02)" : "scale(1)",
+        transition: "transform 0.2s ease, box-shadow 0.2s ease",
+        bgcolor: colorScheme.surface,
+        color: colorScheme.text,
+        display: "flex",
+        flexDirection: "column",
+        alignItems: settings.compact ? "flex-start" : "center",
+        justifyContent: "center",
+        position: "relative",
+        overflow: "hidden",
+        border: selected
+          ? `2px solid ${colorScheme.primary}`
+          : "1px solid",
+        borderColor: selected ? colorScheme.primary : "divider",
+        boxShadow: "none",
+        opacity: isFetching ? 0.6 : 1,
+        pointerEvents: isFetching ? "none" : "auto",
+      }}
+    >
+      <Typography
+        variant={settings.compact ? "body2" : "subtitle1"}
+        fontWeight={700}
+        sx={{
+          opacity: 0.95,
+          mb: settings.compact ? 1.5 : 2,
+          width: "100%",
+          overflow: "hidden",
+          textOverflow: "ellipsis",
+          whiteSpace: "nowrap",
+          letterSpacing: 0.5,
+        }}
+      >
+        {title}
+      </Typography>
+
+      <Box sx={{ mb: settings.compact ? 2 : 3, width: "100%" }}>
+        <Typography
+          variant={settings.compact ? "h5" : "h3"}
+          fontWeight={900}
+          sx={{
+            mb: 0.5,
+            lineHeight: 1.2,
+          }}
+        >
+          {formattedProgress}
+        </Typography>
+
+        <Divider
+          sx={{
+            my: 1,
+            borderColor: "divider",
+            width: "100%",
+          }}
+        />
+
+        <Typography
+          variant={settings.compact ? "caption" : "body2"}
+          sx={{
+            opacity: 0.85,
+            fontWeight: 500,
+            display: "block",
+            color: alpha(colorScheme.text, 0.85),
+          }}
+        >
+          of {formattedTotal}
+        </Typography>
+      </Box>
+
+      <Box sx={{ width: "100%", mt: "auto" }}>
+        <LinearProgress
+          variant="determinate"
+          value={percentage}
+          sx={{
+            height: settings.compact ? 6 : 10,
+            borderRadius: 5,
+            [`&.${linearProgressClasses.colorPrimary}`]: {
+              backgroundColor: alpha(theme.palette.divider, 0.5),
+            },
+            [`& .${linearProgressClasses.bar}`]: {
+              borderRadius: 5,
+              backgroundColor: colorScheme.primary,
+              boxShadow: `0 0 8px ${alpha(colorScheme.primary, 0.4)}`,
+            },
+          }}
+        />
+      </Box>
+    </Paper>
+  );
+}

src/components/ProgressCard/TopPayees.adapter.ts

@@ -0,0 +1,31 @@
+import { GroupKey, ReportData } from "../../features/report";
+import {
+  extractFilteredTransactions,
+  aggregateTransactions,
+} from "../report.helpers";
+
+export interface PayeeItem {
+  name: string;
+  amount: number;
+}
+
+export function extractTopPayees(
+  reportData: ReportData,
+  flow: "outflows" | "inflows",
+  selectedPeriodId?: string | null,
+  selectedGroupKey?: GroupKey | null
+): { items: PayeeItem[]; total: number } {
+  const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
+
+  const { items, total } = aggregateTransactions(txns, (txn) => {
+    if (txn.payee && txn.payee.name) {
+      return [txn.payee.name];
+    }
+    return [];
+  });
+
+  return {
+    items,
+    total,
+  };
+}

src/components/ProgressCard/TopPayees.tsx

@@ -0,0 +1,83 @@
+import * as React from "react";
+import { Box, Paper, Typography } from "@mui/material";
+import ProgressCardView from "./ProgressCard.view";
+import { extractTopPayees } from "./TopPayees.adapter";
+import { ProgressCardProps } from "./ProgressCard.props";
+
+export default function TopPayees(props: ProgressCardProps) {
+  const {
+    title,
+
+    reportData,
+    state,
+    stateSetters,
+
+    isFetching,
+  } = props
+  const { flow, selectedPeriodId, selectedGroupKey } = state;
+  const { setSelectedGroupKey } = stateSetters;
+
+  const { items, total } = React.useMemo(() => {
+    return extractTopPayees(reportData, flow, selectedPeriodId, selectedGroupKey);
+  }, [reportData, flow, selectedPeriodId, selectedGroupKey]);
+
+  return (
+    <Paper
+      sx={{
+        p: { xs: 2.5, sm: 4 },
+        borderRadius: 4,
+        width: "100%",
+        boxShadow: "none",
+        border: "1px solid",
+        borderColor: "divider",
+        bgcolor: "background.paper",
+        opacity: isFetching ? 0.6 : 1,
+        transition: "opacity 0.3s ease",
+        pointerEvents: isFetching ? "none" : "auto",
+      }}
+    >
+      <Typography variant="h6" fontWeight={700} gutterBottom>
+        {title}
+      </Typography>
+
+      <Box
+        sx={{
+          display: "grid",
+          gridTemplateColumns: {
+            xs: "1fr",
+            sm: "repeat(2, 1fr)",
+            md: "repeat(4, 1fr)",
+          },
+          gap: 2,
+        }}
+      >
+        {items.map((item) => {
+          const isSelected = !!selectedGroupKey?.payee?.includes(item.name);
+          return (
+            <ProgressCardView
+              {...props}
+              key={item.name}
+              title={item.name}
+              progressAmount={item.amount}
+              totalAmount={total}
+              selected={isSelected}
+              onClick={() => {
+                if (setSelectedGroupKey) {
+                  let newKey = selectedGroupKey ? { ...selectedGroupKey } : {};
+
+                  if (isSelected) {
+                    delete newKey.payee;
+                  } else {
+                    newKey.payee = [item.name];
+                  }
+
+                  setSelectedGroupKey(Object.keys(newKey).length ? newKey : null);
+                }
+              }}
+            />
+          );
+        })}
+      </Box>
+    </Paper>
+  );
+}

src/components/ProgressCard/TopTags.adapter.ts

@@ -0,0 +1,31 @@
+import { ReportData, GroupKey } from "../../features/report";
+import {
+  extractFilteredTransactions,
+  aggregateTransactions,
+} from "../report.helpers";
+
+export interface TagItem {
+  tag: string;
+  amount: number;
+}
+
+export function extractTopTags(
+  reportData: ReportData,
+  flow: "outflows" | "inflows",
+  selectedPeriodId?: string | null,
+  selectedGroupKey?: GroupKey | null
+): { items: TagItem[]; total: number } {
+  const txns = extractFilteredTransactions(reportData, selectedPeriodId, selectedGroupKey);
+
+  const { items, total } = aggregateTransactions(txns, (txn) => {
+    if (txn.tags && txn.tags.length > 0) {
+      return txn.tags.map((t) => (typeof t === "string" ? t : t.name));
+    }
+    return ["Untagged"];
+  });
+
+  return {
+    items: items.map((item) => ({ tag: item.name, amount: item.amount })),
+    total,
+  };
+}

src/components/ProgressCard/TopTags.tsx

@@ -0,0 +1,83 @@
+import * as React from "react";
+import { Box, Paper, Typography } from "@mui/material";
+import ProgressCardView from "./ProgressCard.view";
+import { extractTopTags } from "./TopTags.adapter";
+import { ProgressCardProps } from "./ProgressCard.props";
+
+export default function TopTags(props: ProgressCardProps) {
+  const {
+    title,
+
+    reportData,
+    state,
+    stateSetters,
+
+    isFetching,
+  } = props
+  const { flow, selectedPeriodId, selectedGroupKey } = state;
+  const { setSelectedGroupKey } = stateSetters;
+
+  const { items, total } = React.useMemo(() => {
+    return extractTopTags(reportData, flow, selectedPeriodId, selectedGroupKey);
+  }, [reportData, flow, selectedPeriodId, selectedGroupKey]);
+
+  return (
+    <Paper
+      sx={{
+        p: { xs: 2.5, sm: 4 },
+        borderRadius: 4,
+        width: "100%",
+        boxShadow: "none",
+        border: "1px solid",
+        borderColor: "divider",
+        bgcolor: "background.paper",
+        opacity: isFetching ? 0.6 : 1,
+        transition: "opacity 0.3s ease",
+        pointerEvents: isFetching ? "none" : "auto",
+      }}
+    >
+      <Typography variant="h6" fontWeight={700} gutterBottom>
+        {title}
+      </Typography>
+
+      <Box
+        sx={{
+          display: "grid",
+          gridTemplateColumns: {
+            xs: "1fr",
+            sm: "repeat(2, 1fr)",
+            md: "repeat(4, 1fr)",
+          },
+          gap: 2,
+        }}
+      >
+        {items.map((item) => {
+          const isSelected = !!selectedGroupKey?.tags?.includes(item.tag);
+          return (
+            <ProgressCardView
+              {...props}
+              key={item.tag}
+              title={item.tag}
+              progressAmount={item.amount}
+              totalAmount={total}
+              selected={isSelected}
+              onClick={() => {
+                if (setSelectedGroupKey) {
+                  let newKey = selectedGroupKey ? { ...selectedGroupKey } : {};
+                  
+                  if (isSelected) {
+                    delete newKey.tags;
+                  } else {
+                    newKey.tags = [item.tag];
+                  }
+
+                  setSelectedGroupKey(Object.keys(newKey).length ? newKey : null);
+                }
+              }}
+            />
+          );
+        })}
+      </Box>
+    </Paper>
+  );
+}

src/components/ProgressCard/index.ts

@@ -0,0 +1,2 @@
+export { default } from "./ProgressCard.view";
+export * from "./ProgressCard.props";

src/components/report.helpers.ts

@@ -0,0 +1,230 @@
+import {
+  ReportPeriod,
+  ReportBucket,
+  GroupKey,
+  PeriodType,
+  ReportData,
+  Transaction,
+} from "../features/report";
+
+// ─── Types ────────────────────────────────────────────────────
+
+export type PeriodKey = PeriodType;
+
+export type DecoratedPeriod = ReportPeriod & {
+  id: string;
+  label: string;
+};
+
+// ─── Period helpers ───────────────────────────────────────────
+
+const PREFIX_TO_KEY: Record<string, PeriodKey> = {
+  D: "daily",
+  W: "weekly",
+  M: "monthly",
+  ALL: "all",
+};
+
+/**
+ * Derive the period key from a decorated-period id.
+ * E.g. `"W:2026-04-28_2026-05-04"` → `"weekly"`
+ */
+export function periodIdToKey(periodId: string): PeriodKey {
+  const prefix = periodId.split(":")[0];
+  return PREFIX_TO_KEY[prefix] ?? "all";
+}
+
+// ─── Metric helpers ───────────────────────────────────────────
+
+export function getAmount(period: ReportPeriod): number {
+  return period.metric.sum;
+}
+
+function mergeMetric(a: ReportPeriod["metric"], b: ReportPeriod["metric"]) {
+  const sum = a.sum + b.sum;
+  const count = a.count + b.count;
+
+  return {
+    ...a,
+    sum,
+    count,
+    average: count > 0 ? sum / count : 0,
+    transactions:
+      a.transactions || b.transactions
+        ? [...(a.transactions || []), ...(b.transactions || [])]
+        : undefined,
+  };
+}
+
+/**
+ * Merge periods with the same id across all buckets, summing
+ * their metrics and concatenating transactions.
+ *
+ * Returns sorted by start date ascending.
+ */
+export function mergeBucketPeriods(
+  buckets: ReportBucket[],
+  key: PeriodKey
+): DecoratedPeriod[] {
+  const map = new Map<string, DecoratedPeriod>();
+
+  for (const bucket of buckets) {
+    const periods = (bucket.periods[key] || []) as DecoratedPeriod[];
+
+    for (const p of periods) {
+      const existing = map.get(p.id);
+
+      if (!existing) {
+        map.set(p.id, {
+          ...p,
+          metric: { ...p.metric },
+        });
+      } else {
+        map.set(p.id, {
+          ...existing,
+          metric: mergeMetric(existing.metric, p.metric),
+        });
+      }
+    }
+  }
+
+  return Array.from(map.values()).sort(
+    (a, b) => new Date(a.start).getTime() - new Date(b.start).getTime()
+  );
+}
+
+// ─── Formatting ───────────────────────────────────────────────
+
+export const formatCurrency = (val: number) => {
+  const absVal = Math.abs(val);
+  if (absVal >= 100000) {
+    return `₹ ${(val / 100000).toFixed(2)}L`;
+  }
+  if (absVal >= 1000) {
+    return `₹ ${(val / 1000).toFixed(2)}k`;
+  }
+  return `₹ ${val.toFixed(2)}`;
+};
+
+export const getPercentage = (progressAmount: number, totalAmount: number) => {
+  if (!totalAmount) return 0;
+  return Math.min(100, Math.max(0, (progressAmount / totalAmount) * 100));
+};
+
+// ─── Group filtering ──────────────────────────────────────────
+
+/**
+ * Check if a bucket's group_key matches the selected GroupKey.
+ * Every dimension present in `selected` must exist in the bucket
+ * and contain all the selected values.
+ */
+export function matchesGroupKey(
+  bucket: ReportBucket,
+  selected: GroupKey
+): boolean {
+  for (const [dim, values] of Object.entries(selected)) {
+    const bucketValues = bucket.group_key[dim];
+    if (!bucketValues) return false;
+    if (!(values as string[]).every((v) => bucketValues.includes(v)))
+      return false;
+  }
+  return true;
+}
+
+/**
+ * Return only buckets matching the selected group key,
+ * or all buckets if no selection.
+ */
+export function filterBuckets(
+  buckets: ReportBucket[],
+  selectedGroupKey: GroupKey | null
+): ReportBucket[] {
+  if (!selectedGroupKey) return buckets;
+  return buckets.filter((b) => matchesGroupKey(b, selectedGroupKey));
+}
+
+export function extractFilteredTransactions(
+  reportData: ReportData,
+  selectedPeriodId: string | null | undefined,
+  selectedGroupKey: GroupKey | null | undefined
+): Transaction[] {
+  let txns: Transaction[] = [];
+
+  if (selectedPeriodId) {
+    const key = periodIdToKey(selectedPeriodId);
+    const periods = mergeBucketPeriods(reportData.buckets, key);
+    const selected = periods.find((p) => p.id === selectedPeriodId);
+    txns = selected?.metric.transactions || [];
+  } else {
+    const periods = mergeBucketPeriods(reportData.buckets, "all");
+    if (periods.length > 0) {
+      const period = periods.reduce((latest, p) =>
+        new Date(p.start).getTime() > new Date(latest.start).getTime()
+          ? p
+          : latest
+      , periods[0]);
+      txns = period?.metric.transactions || [];
+    }
+  }
+
+  if (selectedGroupKey) {
+    txns = txns.filter((txn) => {
+      let match = true;
+      if (selectedGroupKey.tags && selectedGroupKey.tags.length > 0) {
+        if (!txn.tags) {
+          match = false;
+        } else {
+          const txnTags = txn.tags.map((t: any) =>
+            typeof t === "string" ? t : t.name
+          );
+          if (
+            !selectedGroupKey.tags.every((selectedTag) =>
+              txnTags.includes(selectedTag)
+            )
+          ) {
+            match = false;
+          }
+        }
+      }
+      if (match && selectedGroupKey.payee && selectedGroupKey.payee.length > 0) {
+        if (!txn.payee || !txn.payee.name) {
+          match = false;
+        } else {
+          if (!selectedGroupKey.payee.includes(txn.payee.name)) {
+            match = false;
+          }
+        }
+      }
+      return match;
+    });
+  }
+
+  return txns;
+}
+
+export function aggregateTransactions(
+  transactions: Transaction[],
+  keyExtractor: (txn: Transaction) => string[],
+  limit = 4
+): { items: { name: string; amount: number }[]; total: number } {
+  const map = new Map<string, number>();
+
+  for (const txn of transactions) {
+    const keys = keyExtractor(txn);
+    for (const key of keys) {
+      map.set(key, (map.get(key) || 0) + txn.amount);
+    }
+  }
+
+  const items = Array.from(map.entries()).map(([name, amount]) => ({
+    name,
+    amount,
+  }));
+
+  items.sort((a, b) => b.amount - a.amount);
+
+  const top = items.slice(0, limit);
+  const total = top.reduce((sum, item) => sum + item.amount, 0);
+
+  return { items: top, total };
+}

src/dashboard-config.ts

@@ -0,0 +1,40 @@
+import HistoryChart from "./components/HistoryChart";
+import LatestItems from "./components/LatestItems";
+import { DashboardConfig } from "./components/Dashboard";
+import TopTags from "./components/ProgressCard/TopTags";
+import TopPayees from "./components/ProgressCard/TopPayees";
+
+export const configuration: DashboardConfig = {
+  sections: [
+    {
+      id: "breakdown",
+      title: "Breakdown",
+      summary: "Interactive chronological tracking",
+      component: HistoryChart,
+      settings: {
+        tabs: ["Weekly", "Monthly"],
+      },
+    },
+    {
+      id: "top-categories",
+      title: 'Top Categories',
+      component: TopTags,
+      settings: {
+        compact: true,
+      },
+    },
+    {
+      id: "top-payees",
+      title: 'Top Payees',
+      component: TopPayees,
+      settings: {
+        compact: true,
+      },
+    },
+    {
+      id: "items",
+      title: 'Recent Transactions',
+      component: LatestItems,
+    },
+  ],
+};

src/features/fetch-requests/fetch-requests.models.ts

@@ -0,0 +1,38 @@
+export type FetchRequestStatus = "pending" | "processing" | "raw_expenses_done" | "enriched_done" | "completed" | "failed";
+
+export interface FileSource {
+  path: string;
+  format: string;
+}
+
+export interface EmailSource {
+  format: string;
+  from_email?: string;
+  subject?: string;
+  raw_terms?: string[];
+}
+
+export interface FetchRequestCreate {
+  source: FileSource | EmailSource;
+  account_name: string;
+  payor_username?: string;
+  start_date?: string;
+  end_date?: string;
+}
+
+export interface FetchRequest extends FetchRequestCreate {
+  id: string;
+  status: FetchRequestStatus;
+  fingerprint: string;
+  completed_at?: string | null;
+  error_message?: string | null;
+  created_at: string;
+}
+
+export interface UploadResult {
+  original_filename: string;
+  saved_as: string;
+  content_type: string;
+  url: string;
+  absolute_path: string;
+}

src/features/fetch-requests/index.ts

@@ -0,0 +1,15 @@
+export type {
+  FetchRequest,
+  FetchRequestCreate,
+  FetchRequestStatus,
+  FileSource,
+  EmailSource,
+  UploadResult,
+} from "./fetch-requests.models";
+export {
+  useFetchRequestsList,
+  useFetchRequest,
+  useCreateFetchRequest,
+  useDeleteFetchRequest,
+  useUploadFile,
+} from "./useFetchRequests";

src/features/fetch-requests/useFetchRequests.ts

@@ -0,0 +1,43 @@
+import { useResourceByName } from "../../../react-openapi";
+import { api } from "../../../react-openapi/api/client";
+import { useMutation } from "@tanstack/react-query";
+
+export function useFetchRequestsList(params?: {
+  status?: string;
+  account_name?: string;
+  source_type?: string;
+}) {
+  const { useList } = useResourceByName("fetch-requests");
+  return useList(params);
+}
+
+export function useFetchRequest(id: string) {
+  const { useRead } = useResourceByName("fetch-requests");
+  return useRead(id);
+}
+
+export function useCreateFetchRequest() {
+  const { useCreate } = useResourceByName("fetch-requests");
+  return useCreate();
+}
+
+export function useDeleteFetchRequest() {
+  const { useDelete } = useResourceByName("fetch-requests");
+  return useDelete();
+}
+
+export function useUploadFile() {
+  return useMutation({
+    mutationFn: async (file: File) => {
+      const arrayBuffer = await file.arrayBuffer();
+      const binary = new Uint8Array(arrayBuffer);
+      const res = await api.post("/uploads", binary, {
+        headers: {
+          "Content-Type": file.type,
+          "Content-Disposition": `attachment; filename="${file.name}"`,
+        },
+      });
+      return res.data;
+    },
+  });
+}

src/features/report-snapshots/index.ts

@@ -0,0 +1,9 @@
+export type {
+  ReportSnapshot,
+  ReportQuery,
+} from "./report-snapshots.models";
+export {
+  useReportSnapshotsList,
+  useCreateSnapshot,
+  useDeleteSnapshot,
+} from "./useReportSnapshots";

src/features/report-snapshots/report-snapshots.models.ts

@@ -0,0 +1,15 @@
+export interface ReportQuery {
+  accounts?: string[] | null;
+  ignore_self?: boolean | null;
+  start_date?: string | null;
+  end_date?: string | null;
+  min_amount?: number | null;
+  max_amount?: number | null;
+}
+
+export interface ReportSnapshot {
+  id: string;
+  snapshot_id: string;
+  created_at: string;
+  query?: ReportQuery;
+}

src/features/report-snapshots/useReportSnapshots.ts

@@ -0,0 +1,16 @@
+import { useResourceByName } from "../../../react-openapi";
+
+export function useReportSnapshotsList() {
+  const { useList } = useResourceByName("reports");
+  return useList();
+}
+
+export function useCreateSnapshot() {
+  const { useCreate } = useResourceByName("reports");
+  return useCreate();
+}
+
+export function useDeleteSnapshot() {
+  const { useDelete } = useResourceByName("reports");
+  return useDelete();
+}

src/features/report/index.ts

@@ -0,0 +1,15 @@
+export {
+  useReport
+} from './useReport'
+export type {
+  Transaction,
+  ReportData,
+  ReportBucket,
+  ReportPeriod,
+  ReportQuery,
+  GroupKey,
+  PeriodType,
+} from './report.models'
+export {
+  prepareReport
+} from './report.utils'

src/features/report/report.models.ts

@@ -0,0 +1,112 @@
+export interface Payor {
+  id?: string;
+  name: string;
+  username: string;
+  email: string;
+}
+
+export interface Payee {
+  type: "merchant" | "person" | "transfer" | "other";
+  name: string;
+}
+
+export interface Account {
+  id: string;
+  name: string;
+  number: string;
+  type: "cash" | "bank" | "credit_card" | "wallet" | "other";
+  currency: string;
+  is_active?: boolean;
+}
+
+export interface Tag {
+  id: string;
+  name: string;
+  icon: string;
+  parent_id?: string | null;
+}
+
+export interface Transaction {
+  id: string;
+  payor: Payor;
+  payee: Payee;
+  amount: number;
+  account: Account;
+  tags: Tag[];
+  occurred_at: string;
+  created_at: string;
+}
+
+// -----------------------------
+// Metrics
+// -----------------------------
+
+export interface ReportMetric {
+  sum: number;
+  count: number;
+  average: number;
+  transactions?: Transaction[];
+}
+
+// -----------------------------
+// Period
+// -----------------------------
+
+export type PeriodType = "daily" | "weekly" | "monthly" | "all";
+
+export interface ReportPeriod {
+  start: string;
+  end: string;
+  metric: ReportMetric;
+}
+
+// -----------------------------
+// Group (bucket)
+// -----------------------------
+
+export type GroupKey = {
+  [dimension: string]: string[];
+};
+
+export interface ReportBucket {
+  group_key: GroupKey;
+
+  periods: {
+    daily?: ReportPeriod[];
+    weekly?: ReportPeriod[];
+    monthly?: ReportPeriod[];
+    all?: ReportPeriod[];
+  };
+}
+
+// -----------------------------
+// Report Query
+// -----------------------------
+
+export interface ReportQuery {
+  accounts?: string[] | null;
+  ignore_self?: boolean | null;
+  start_date?: string | null;
+  end_date?: string | null;
+  min_amount?: number | null;
+  max_amount?: number | null;
+}
+
+// -----------------------------
+// Final Report
+// -----------------------------
+
+export interface ReportData {
+  snapshot_id?: string | null;
+
+  flow?: "inflows" | "outflows" | null;
+
+  periods: PeriodType[];
+
+  tags?: string[] | null;
+  payee?: string[] | null;
+
+  buckets: ReportBucket[];
+
+  query: ReportQuery;
+}

src/features/report/report.utils.ts

@@ -0,0 +1,117 @@
+import {
+  ReportData,
+  ReportPeriod,
+  PeriodType,
+} from "./report.models";
+
+/* ---------- ID BUILDING ---------- */
+
+function formatDate(d: Date): string {
+  const y = d.getUTCFullYear();
+  const m = String(d.getUTCMonth() + 1).padStart(2, "0");
+  const day = String(d.getUTCDate()).padStart(2, "0");
+  return `${y}-${m}-${day}`;
+}
+
+function buildPeriodId(
+  type: PeriodType,
+  start: Date,
+  end: Date
+): string {
+  const s = formatDate(start);
+  const e = formatDate(end);
+
+  switch (type) {
+    case "daily":
+      return `D:${s}_${e}`;
+    case "weekly":
+      return `W:${s}_${e}`;
+    case "monthly":
+      return `M:${s}_${e}`;
+    case "all":
+      return `ALL:${s}_${e}`;
+    default:
+      return `${s}_${e}`;
+  }
+}
+
+/* ---------- LABEL BUILDING ---------- */
+
+const dayFmt = new Intl.DateTimeFormat("en-GB", {
+  day: "numeric",
+  month: "short",
+  timeZone: "UTC",
+});
+
+const monthDayFmt = new Intl.DateTimeFormat("en-GB", {
+  month: "short",
+  day: "numeric",
+  timeZone: "UTC",
+});
+
+const monthFmt = new Intl.DateTimeFormat("en-GB", {
+  month: "short",
+  timeZone: "UTC",
+});
+
+const yearFmt = new Intl.DateTimeFormat("en-GB", {
+  year: "numeric",
+  timeZone: "UTC",
+});
+
+function buildLabel(
+  type: PeriodType,
+  start: Date,
+  end: Date
+): string {
+  switch (type) {
+    case "daily":
+      return dayFmt.format(start);
+
+    case "weekly": {
+      const sDay = start.getUTCDate();
+      const m = monthFmt.format(start);
+      return `${sDay} ${m}`;
+    }
+
+    case "monthly":
+      return `${monthFmt.format(start)} ${yearFmt.format(start)}`;
+
+    default:
+      return `${monthDayFmt.format(start)} - ${monthDayFmt.format(end)}`;
+  }
+}
+
+/* ---------- MAIN ---------- */
+
+function decoratePeriods(
+  type: PeriodType,
+  periods: ReportPeriod[]
+): (ReportPeriod & { id: string; label: string })[] {
+  return periods.map((p) => ({
+    ...p,
+    id: buildPeriodId(type, new Date(p.start + "Z"), new Date(p.end + "Z")),
+    label: buildLabel(type, new Date(p.start + "Z"), new Date(p.end + "Z")),
+  }));
+}
+
+export function prepareReport(reportData: ReportData): ReportData {
+  return {
+    ...reportData,
+    buckets: reportData.buckets.map((bucket) => {
+      const newPeriods: typeof bucket.periods = {};
+
+      for (const type of reportData.periods) {
+        const arr = bucket.periods[type];
+        if (arr) {
+          newPeriods[type] = decoratePeriods(type, arr);
+        }
+      }
+
+      return {
+        ...bucket,
+        periods: newPeriods,
+      };
+    }),
+  };
+}

src/features/report/useReport.ts

@@ -0,0 +1,21 @@
+import { useResourceByName } from "../../../react-openapi";
+
+export interface ReportParams {
+  snapshot_id?: string;
+  periods?: ("daily" | "weekly" | "monthly" | "all")[];
+  flow?: "inflows" | "outflows";
+  payee?: string[];
+  tags?: string[];
+}
+
+export function useReport(params: ReportParams) {
+  const { useRead } = useResourceByName("reports");
+
+  return useRead(
+    params.snapshot_id ? params.snapshot_id : "latest",
+    {
+      ...params,
+      periods: params.periods,
+    }
+  );
+}

src/main.jsx

@@ -12,35 +12,36 @@ import {
 } from "@mui/material";
 import Home from './Home';
 import Dashboard from './Dashboard';
-import { Admin, initializeApiClients } from '../react-openapi';
+import FetchRequests from './FetchRequests';
+import ReportSnapshots from './ReportSnapshots';
+import { Admin, AppProvider } from '../react-openapi';
 import { configuration, profileConfiguration } from './openapi-config';
 import { Buffer } from 'buffer';
 import process from 'process';
 import { AuthProvider } from "../react-auth";
 import Header from './Header';
 import Footer from './Footer';
-import AppTheme from './AppTheme';
+import AppTheme from './shared-theme/AppTheme';
 
-// Polyfill Node.js globals for browser environment (needed by SwaggerParser)
 window.Buffer = Buffer;
 window.process = process;
 
 const rootElement = document.getElementById('root');
 const root = createRoot(rootElement);
-const API_BASE = import.meta.env.VITE_API_BASE_URL;
-const AUTH_BASE = import.meta.env.VITE_AUTH_BASE_URL;
 
-// Initialize global API clients so all components across khata-ui have generic API access
-initializeApiClients(API_BASE, AUTH_BASE);
+const AUTH_BASE = import.meta.env.VITE_AUTH_BASE_URL;
 
 const routerMapping = [
   { path: "/", component: Home, headerTitle: "Home" },
   { path: "/home", component: Home, headerTitle: "Home" },
   { path: "/dashboard", component: Dashboard, headerTitle: "Dashboard" },
+  { path: "/fetch-requests", component: FetchRequests, headerTitle: "Fetch Requests" },
+  { path: "/reports", component: ReportSnapshots, headerTitle: "Reports" },
   { path: "/admin/*", component: Admin, headerTitle: "Admin" },
 ];
 
 root.render(
+  <AppProvider resourceOverrides={configuration} profileConfig={profileConfiguration}>
     <BrowserRouter>
       <AuthProvider authBaseUrl={AUTH_BASE}>
         <AppTheme>
@@ -57,7 +58,7 @@ root.render(
                   path={path}
                   element={
                     path.startsWith("/admin") ? (
-                    <Component basePath="/admin" resourceOverrides={configuration} profileConfig={profileConfiguration} />
+                      <Component basePath="/admin" />
                     ) : (
                       <Component />
                     )
@@ -65,11 +66,11 @@ root.render(
                 />
               ))}
             </Routes>
-
           </Box>
 
           <Footer />
         </AppTheme>
       </AuthProvider>
     </BrowserRouter>
+  </AppProvider>
 );

src/openapi-config.ts

@@ -2,9 +2,14 @@ import { ResourceOverride } from "../react-openapi/types/overrides";
 
 export const configuration: Record<string, ResourceOverride> = {
   expenses: {
+    filterOptions: {
+      mode: "client",
+      fields: ["account", "payee", "tags", "occurred_at", "amount"],
+    },
     fields: {
       payee: {
         displayField: "name",
+        filterType: "autocomplete",
       },
       payor: {
         display: false,
@@ -12,11 +17,14 @@ export const configuration: Record<string, ResourceOverride> = {
       },
       account: {
         displayField: "name",
+        filterType: "multiselect",
       },
       tags: {
         displayField: ["name", "icon"],
+        filterType: "autocomplete",
       },
       occurred_at: {
+        filterType: "date-range",
         formatter: (val: string) => {
             const date = new Date(val);
             const day = date.getDate();
@@ -34,11 +42,13 @@ export const configuration: Record<string, ResourceOverride> = {
             return `${day}${suffix(day)} ${month} ${year}`;
         }
       },
+      amount: {
+        filterType: "number-range",
+      },
       created_at: {
         display: false
       }
     },
-    pagination: true,
   },
 };
 

src/shared-theme/AppTheme.tsx

@@ -1,53 +1,103 @@
-import * as React from 'react';
-import { ThemeProvider, createTheme } from '@mui/material/styles';
-import type { ThemeOptions } from '@mui/material/styles';
-import { inputsCustomizations } from './customizations/inputs';
-import { dataDisplayCustomizations } from './customizations/dataDisplay';
-import { feedbackCustomizations } from './customizations/feedback';
-import { navigationCustomizations } from './customizations/navigation';
-import { surfacesCustomizations } from './customizations/surfaces';
-import { colorSchemes, typography, shadows, shape } from './themePrimitives';
+import * as React from "react";
+import {
+  ThemeProvider,
+  createTheme,
+  CssBaseline,
+  Box,
+} from "@mui/material";
 
-interface AppThemeProps {
+import { getDesignTokens } from "./themePrimitives";
+import { getSemanticColors } from "./themeConfig";
+
+import { inputsCustomizations } from "./customizations/inputs";
+import { dataDisplayCustomizations } from "./customizations/dataDisplay";
+import { feedbackCustomizations } from "./customizations/feedback";
+import { navigationCustomizations } from "./customizations/navigation";
+import { surfacesCustomizations } from "./customizations/surfaces";
+
+export type ColorMode = "light" | "dark";
+
+type ColorModeContextValue = {
+  mode: ColorMode;
+  setMode: (mode: ColorMode) => void;
+  toggleColorMode: () => void;
+};
+
+export const ColorModeContext =
+  React.createContext<ColorModeContextValue>({
+    mode: "light",
+    setMode: () => {},
+    toggleColorMode: () => {},
+  });
+
+type AppThemeProps = {
   children: React.ReactNode;
-  /**
-   * This is for the docs site. You can ignore it or remove it.
-   */
-  disableCustomTheme?: boolean;
-  themeComponents?: ThemeOptions['components'];
-}
+  defaultMode?: ColorMode;
+};
+
+export default function AppTheme({
+  children,
+  defaultMode = "light",
+}: AppThemeProps) {
+  const [mode, setMode] =
+    React.useState<ColorMode>(defaultMode);
+
+  const toggleColorMode = React.useCallback(() => {
+    setMode((prev) =>
+      prev === "light" ? "dark" : "light"
+    );
+  }, []);
+
+  const contextValue = React.useMemo(
+    () => ({
+      mode,
+      setMode,
+      toggleColorMode,
+    }),
+    [mode, toggleColorMode]
+  );
+
+  const semantic = React.useMemo(
+    () => getSemanticColors(mode),
+    [mode]
+  );
+
+  const theme = React.useMemo(
+    () =>
+      createTheme({
+        ...getDesignTokens(mode),
+        semantic,
 
-export default function AppTheme(props: AppThemeProps) {
-  const { children, disableCustomTheme, themeComponents } = props;
-  const theme = React.useMemo(() => {
-    return disableCustomTheme
-      ? {}
-      : createTheme({
-          // For more details about CSS variables configuration, see https://mui.com/material-ui/customization/css-theme-variables/configuration/
-          cssVariables: {
-            colorSchemeSelector: 'data-mui-color-scheme',
-            cssVarPrefix: 'template',
-          },
-          colorSchemes, // Recently added in v6 for building light & dark mode app, see https://mui.com/material-ui/customization/palette/#color-schemes
-          typography,
-          shadows,
-          shape,
         components: {
           ...inputsCustomizations,
           ...dataDisplayCustomizations,
           ...feedbackCustomizations,
           ...navigationCustomizations,
           ...surfacesCustomizations,
-            ...themeComponents,
         },
-        });
-  }, [disableCustomTheme, themeComponents]);
-  if (disableCustomTheme) {
-    return <React.Fragment>{children}</React.Fragment>;
-  }
+      }),
+    [mode, semantic]
+  );
+
   return (
-    <ThemeProvider theme={theme} disableTransitionOnChange>
+    <ColorModeContext.Provider value={contextValue}>
+      <ThemeProvider theme={theme}>
+        <CssBaseline />
+        <Box
+          sx={{
+            "--bg-page": semantic.surface.page,
+            "--bg-card": semantic.surface.card,
+            "--bg-elevated": semantic.surface.elevated,
+            "--border-default": semantic.border.default,
+            "--border-subtle": semantic.border.subtle,
+            "--text-primary": semantic.text.primary,
+            "--text-secondary": semantic.text.secondary,
+            "--text-muted": semantic.text.muted,
+          }}
+        >
           {children}
+        </Box>
       </ThemeProvider>
+    </ColorModeContext.Provider>
   );
 }

src/shared-theme/ColorModeIconDropdown.tsx

@@ -1,89 +0,0 @@
-import * as React from 'react';
-import DarkModeIcon from '@mui/icons-material/DarkModeRounded';
-import LightModeIcon from '@mui/icons-material/LightModeRounded';
-import Box from '@mui/material/Box';
-import IconButton, { IconButtonOwnProps } from '@mui/material/IconButton';
-import Menu from '@mui/material/Menu';
-import MenuItem from '@mui/material/MenuItem';
-import { useColorScheme } from '@mui/material/styles';
-
-export default function ColorModeIconDropdown(props: IconButtonOwnProps) {
-  const { mode, systemMode, setMode } = useColorScheme();
-  const [anchorEl, setAnchorEl] = React.useState<null | HTMLElement>(null);
-  const open = Boolean(anchorEl);
-  const handleClick = (event: React.MouseEvent<HTMLElement>) => {
-    setAnchorEl(event.currentTarget);
-  };
-  const handleClose = () => {
-    setAnchorEl(null);
-  };
-  const handleMode = (targetMode: 'system' | 'light' | 'dark') => () => {
-    setMode(targetMode);
-    handleClose();
-  };
-  if (!mode) {
-    return (
-      <Box
-        data-screenshot="toggle-mode"
-        sx={(theme) => ({
-          verticalAlign: 'bottom',
-          display: 'inline-flex',
-          width: '2.25rem',
-          height: '2.25rem',
-          borderRadius: (theme.vars || theme).shape.borderRadius,
-          border: '1px solid',
-          borderColor: (theme.vars || theme).palette.divider,
-        })}
-      />
-    );
-  }
-  const resolvedMode = (systemMode || mode) as 'light' | 'dark';
-  const icon = {
-    light: <LightModeIcon />,
-    dark: <DarkModeIcon />,
-  }[resolvedMode];
-  return (
-    <React.Fragment>
-      <IconButton
-        data-screenshot="toggle-mode"
-        onClick={handleClick}
-        disableRipple
-        size="small"
-        aria-controls={open ? 'color-scheme-menu' : undefined}
-        aria-haspopup="true"
-        aria-expanded={open ? 'true' : undefined}
-        {...props}
-      >
-        {icon}
-      </IconButton>
-      <Menu
-        anchorEl={anchorEl}
-        id="account-menu"
-        open={open}
-        onClose={handleClose}
-        onClick={handleClose}
-        slotProps={{
-          paper: {
-            variant: 'outlined',
-            elevation: 0,
-            sx: {
-              my: '4px',
-            },
-          },
-        }}
-        transformOrigin={{ horizontal: 'right', vertical: 'top' }}
-        anchorOrigin={{ horizontal: 'right', vertical: 'bottom' }}
-      >
-        <MenuItem selected={mode === 'system'} onClick={handleMode('system')}>
-          System
-        </MenuItem>
-        <MenuItem selected={mode === 'light'} onClick={handleMode('light')}>
-          Light
-        </MenuItem>
-        <MenuItem selected={mode === 'dark'} onClick={handleMode('dark')}>
-          Dark
-        </MenuItem>
-      </Menu>
-    </React.Fragment>
-  );
-}

src/shared-theme/ColorModeSelect.tsx

@@ -1,28 +0,0 @@
-import * as React from 'react';
-import { useColorScheme } from '@mui/material/styles';
-import MenuItem from '@mui/material/MenuItem';
-import Select, { SelectProps } from '@mui/material/Select';
-
-export default function ColorModeSelect(props: SelectProps) {
-  const { mode, setMode } = useColorScheme();
-  if (!mode) {
-    return null;
-  }
-  return (
-    <Select
-      value={mode}
-      onChange={(event) =>
-        setMode(event.target.value as 'system' | 'light' | 'dark')
-      }
-      SelectDisplayProps={{
-        // @ts-ignore
-        'data-screenshot': 'toggle-mode',
-      }}
-      {...props}
-    >
-      <MenuItem value="system">System</MenuItem>
-      <MenuItem value="light">Light</MenuItem>
-      <MenuItem value="dark">Dark</MenuItem>
-    </Select>
-  );
-}

src/shared-theme/customizations/feedback.tsx

@@ -14,8 +14,8 @@ export const feedbackCustomizations: Components<Theme> = {
           color: orange[500],
         },
         ...theme.applyStyles('dark', {
-          backgroundColor: `${alpha(orange[900], 0.5)}`,
-          border: `1px solid ${alpha(orange[800], 0.5)}`,
+          backgroundColor: alpha(orange[900], 0.35),
+          border: `1px solid ${alpha(orange[800], 0.3)}`,
         }),
       }),
     },

src/shared-theme/customizations/inputs.tsx

@@ -125,15 +125,15 @@ export const inputsCustomizations: Components<Theme> = {
                 backgroundColor: gray[200],
               },
               ...theme.applyStyles('dark', {
-                backgroundColor: gray[800],
-                borderColor: gray[700],
+                backgroundColor: 'hsla(0, 0%, 100%, 0.06)',
+                borderColor: (theme.vars || theme).palette.divider,
 
                 '&:hover': {
-                  backgroundColor: gray[900],
-                  borderColor: gray[600],
+                  backgroundColor: 'hsla(0, 0%, 100%, 0.1)',
+                  borderColor: 'hsla(0, 0%, 100%, 0.15)',
                 },
                 '&:active': {
-                  backgroundColor: gray[900],
+                  backgroundColor: 'hsla(0, 0%, 100%, 0.1)',
                 },
               }),
             },
@@ -183,12 +183,12 @@ export const inputsCustomizations: Components<Theme> = {
                 backgroundColor: gray[200],
               },
               ...theme.applyStyles('dark', {
-                color: gray[50],
+                color: 'hsl(0, 0%, 92%)',
                 '&:hover': {
-                  backgroundColor: gray[700],
+                  backgroundColor: 'hsla(0, 0%, 100%, 0.08)',
                 },
                 '&:active': {
-                  backgroundColor: alpha(gray[700], 0.7),
+                  backgroundColor: 'hsla(0, 0%, 100%, 0.12)',
                 },
               }),
             },
@@ -241,14 +241,14 @@ export const inputsCustomizations: Components<Theme> = {
           backgroundColor: gray[200],
         },
         ...theme.applyStyles('dark', {
-          backgroundColor: gray[800],
-          borderColor: gray[700],
+          backgroundColor: 'hsla(0, 0%, 100%, 0.06)',
+          borderColor: (theme.vars || theme).palette.divider,
           '&:hover': {
-            backgroundColor: gray[900],
-            borderColor: gray[600],
+            backgroundColor: 'hsla(0, 0%, 100%, 0.1)',
+            borderColor: 'hsla(0, 0%, 100%, 0.15)',
           },
           '&:active': {
-            backgroundColor: gray[900],
+            backgroundColor: 'hsla(0, 0%, 100%, 0.1)',
           },
         }),
         variants: [
@@ -288,7 +288,7 @@ export const inputsCustomizations: Components<Theme> = {
           [`& .${toggleButtonGroupClasses.selected}`]: {
             color: '#fff',
           },
-          boxShadow: `0 4px 16px ${alpha(brand[700], 0.5)}`,
+          boxShadow: `0 2px 8px ${alpha(brand[700], 0.3)}`,
         }),
       }),
     },
@@ -302,7 +302,7 @@ export const inputsCustomizations: Components<Theme> = {
         fontWeight: 500,
         ...theme.applyStyles('dark', {
           color: gray[400],
-          boxShadow: '0 4px 16px rgba(0, 0, 0, 0.5)',
+          boxShadow: '0 2px 8px rgba(0, 0, 0, 0.25)',
           [`&.${toggleButtonClasses.selected}`]: {
             color: brand[300],
           },

src/shared-theme/customizations/navigation.tsx

@@ -49,9 +49,8 @@ export const navigationCustomizations: Components<Theme> = {
           },
         },
         ...theme.applyStyles('dark', {
-          background: gray[900],
-          boxShadow:
-            'hsla(220, 30%, 5%, 0.7) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.8) 0px 8px 16px -5px',
+          background: (theme.vars || theme).palette.background.paper,
+          boxShadow: '0 4px 16px rgba(0, 0, 0, 0.4), 0 8px 24px rgba(0, 0, 0, 0.3)',
         }),
       }),
     },
@@ -84,17 +83,17 @@ export const navigationCustomizations: Components<Theme> = {
 
         ...theme.applyStyles('dark', {
           borderRadius: (theme.vars || theme).shape.borderRadius,
-          borderColor: gray[700],
+          borderColor: (theme.vars || theme).palette.divider,
           backgroundColor: (theme.vars || theme).palette.background.paper,
-          boxShadow: `inset 0 1px 0 1px ${alpha(gray[700], 0.15)}, inset 0 -1px 0 1px hsla(220, 0%, 0%, 0.7)`,
+          boxShadow: 'inset 0 1px 0 hsla(0, 0%, 100%, 0.05)',
           '&:hover': {
-            borderColor: alpha(gray[700], 0.7),
+            borderColor: 'hsla(0, 0%, 100%, 0.15)',
             backgroundColor: (theme.vars || theme).palette.background.paper,
             boxShadow: 'none',
           },
           [`&.${selectClasses.focused}`]: {
             outlineOffset: 0,
-            borderColor: gray[900],
+            borderColor: 'hsl(210, 55%, 55%)',
           },
           '&:before, &:after': {
             display: 'none',
@@ -108,7 +107,7 @@ export const navigationCustomizations: Components<Theme> = {
           display: 'flex',
           alignItems: 'center',
           '&:focus-visible': {
-            backgroundColor: gray[900],
+            backgroundColor: (theme.vars || theme).palette.background.default,
           },
         }),
       }),
@@ -151,6 +150,7 @@ export const navigationCustomizations: Components<Theme> = {
     styleOverrides: {
       paper: ({ theme }) => ({
         backgroundColor: (theme.vars || theme).palette.background.default,
+        borderRight: `1px solid ${(theme.vars || theme).palette.divider}`,
       }),
     },
   },
@@ -204,8 +204,8 @@ export const navigationCustomizations: Components<Theme> = {
         ...theme.applyStyles('dark', {
           ':hover': {
             color: (theme.vars || theme).palette.text.primary,
-            backgroundColor: gray[800],
-            borderColor: gray[700],
+            backgroundColor: alpha((theme.vars || theme).palette.common.white, 0.08),
+            borderColor: (theme.vars || theme).palette.divider,
           },
           [`&.${tabClasses.selected}`]: {
             color: '#fff',

src/shared-theme/customizations/surfaces.ts

@@ -40,7 +40,7 @@ export const surfacesCustomizations: Components<Theme> = {
         '&:hover': { backgroundColor: gray[50] },
         '&:focus-visible': { backgroundColor: 'transparent' },
         ...theme.applyStyles('dark', {
-          '&:hover': { backgroundColor: gray[800] },
+          '&:hover': { backgroundColor: alpha(theme.palette.common.white, 0.06) },
         }),
       }),
     },
@@ -67,7 +67,7 @@ export const surfacesCustomizations: Components<Theme> = {
           border: `1px solid ${(theme.vars || theme).palette.divider}`,
           boxShadow: 'none',
           ...theme.applyStyles('dark', {
-            backgroundColor: gray[800],
+            backgroundColor: (theme.vars || theme).palette.background.paper,
           }),
           variants: [
             {
@@ -79,7 +79,7 @@ export const surfacesCustomizations: Components<Theme> = {
                 boxShadow: 'none',
                 background: 'hsl(0, 0%, 100%)',
                 ...theme.applyStyles('dark', {
-                  background: alpha(gray[900], 0.4),
+                  background: alpha((theme.vars || theme).palette.background.paper, 0.6),
                 }),
               },
             },

src/shared-theme/themeConfig.ts

@@ -0,0 +1,72 @@
+import { gray } from "./themePrimitives";
+import { alpha } from "@mui/material/styles";
+
+declare module "@mui/material/styles" {
+  interface Theme {
+    semantic: SemanticColors;
+  }
+  interface ThemeOptions {
+    semantic?: SemanticColors;
+  }
+}
+
+export type SemanticColorMode = "light" | "dark";
+
+export interface SemanticColors {
+  surface: {
+    page: string;
+    card: string;
+    elevated: string;
+  };
+  border: {
+    default: string;
+    subtle: string;
+  };
+  text: {
+    primary: string;
+    secondary: string;
+    muted: string;
+  };
+}
+
+const darkBg = 'hsl(0, 0%, 9%)';
+const darkPaper = 'hsl(0, 0%, 14%)';
+const darkElevated = 'hsl(0, 0%, 19%)';
+
+export function getSemanticColors(mode: SemanticColorMode): SemanticColors {
+  if (mode === "dark") {
+    return {
+      surface: {
+        page: darkBg,
+        card: darkPaper,
+        elevated: darkElevated,
+      },
+      border: {
+        default: 'hsla(0, 0%, 100%, 0.08)',
+        subtle: 'hsla(0, 0%, 100%, 0.04)',
+      },
+      text: {
+        primary: 'hsl(0, 0%, 92%)',
+        secondary: 'hsl(0, 0%, 60%)',
+        muted: 'hsl(0, 0%, 45%)',
+      },
+    };
+  }
+
+  return {
+    surface: {
+      page: "hsl(0, 0%, 99%)",
+      card: "hsl(220, 35%, 97%)",
+      elevated: gray[100],
+    },
+    border: {
+      default: alpha(gray[300], 0.4),
+      subtle: alpha(gray[200], 0.3),
+    },
+    text: {
+      primary: gray[800],
+      secondary: gray[600],
+      muted: gray[500],
+    },
+  };
+}

src/shared-theme/themePrimitives.ts

@@ -23,6 +23,10 @@ declare module '@mui/material/styles' {
 
   interface Palette {
     baseShadow: string;
+    flows: {
+      outflows: { primary: string; surface: string; text: string };
+      inflows: { primary: string; surface: string; text: string };
+    };
   }
 }
 
@@ -52,7 +56,9 @@ export const gray = {
   500: 'hsl(220, 20%, 42%)',
   600: 'hsl(220, 20%, 35%)',
   700: 'hsl(220, 20%, 25%)',
+  750: 'hsl(220, 20%, 18%)',
   800: 'hsl(220, 30%, 6%)',
+  850: 'hsl(220, 22%, 11%)',
   900: 'hsl(220, 35%, 3%)',
 };
 
@@ -95,10 +101,14 @@ export const red = {
   900: 'hsl(0, 93%, 6%)',
 };
 
+const darkBg = 'hsl(0, 0%, 9%)';
+const darkPaper = 'hsl(0, 0%, 14%)';
+const darkElevated = 'hsl(0, 0%, 19%)';
+
 export const getDesignTokens = (mode: PaletteMode) => {
   customShadows[1] =
     mode === 'dark'
-      ? 'hsla(220, 30%, 5%, 0.7) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.8) 0px 8px 16px -5px'
+      ? '0 4px 16px rgba(0, 0, 0, 0.4), 0 8px 24px rgba(0, 0, 0, 0.3)'
       : 'hsla(220, 30%, 5%, 0.07) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.07) 0px 8px 16px -5px';
 
   return {
@@ -111,9 +121,9 @@ export const getDesignTokens = (mode: PaletteMode) => {
         contrastText: brand[50],
         ...(mode === 'dark' && {
           contrastText: brand[50],
-          light: brand[300],
-          main: brand[400],
-          dark: brand[700],
+          light: 'hsl(210, 50%, 65%)',
+          main: 'hsl(210, 55%, 55%)',
+          dark: 'hsl(210, 50%, 35%)',
         }),
       },
       info: {
@@ -122,10 +132,10 @@ export const getDesignTokens = (mode: PaletteMode) => {
         dark: brand[600],
         contrastText: gray[50],
         ...(mode === 'dark' && {
-          contrastText: brand[300],
-          light: brand[500],
-          main: brand[700],
-          dark: brand[900],
+          contrastText: 'hsl(210, 30%, 80%)',
+          light: 'hsl(210, 40%, 50%)',
+          main: 'hsl(210, 35%, 40%)',
+          dark: 'hsl(210, 30%, 25%)',
         }),
       },
       warning: {
@@ -133,9 +143,9 @@ export const getDesignTokens = (mode: PaletteMode) => {
         main: orange[400],
         dark: orange[800],
         ...(mode === 'dark' && {
-          light: orange[400],
-          main: orange[500],
-          dark: orange[700],
+          light: 'hsl(45, 60%, 55%)',
+          main: 'hsl(45, 55%, 45%)',
+          dark: 'hsl(45, 50%, 30%)',
         }),
       },
       error: {
@@ -143,9 +153,9 @@ export const getDesignTokens = (mode: PaletteMode) => {
         main: red[400],
         dark: red[800],
         ...(mode === 'dark' && {
-          light: red[400],
-          main: red[500],
-          dark: red[700],
+          light: 'hsl(0, 55%, 60%)',
+          main: 'hsl(0, 55%, 50%)',
+          dark: 'hsl(0, 50%, 35%)',
         }),
       },
       success: {
@@ -153,34 +163,46 @@ export const getDesignTokens = (mode: PaletteMode) => {
         main: green[400],
         dark: green[800],
         ...(mode === 'dark' && {
-          light: green[400],
-          main: green[500],
-          dark: green[700],
+          light: 'hsl(120, 40%, 55%)',
+          main: 'hsl(120, 40%, 45%)',
+          dark: 'hsl(120, 35%, 30%)',
         }),
       },
       grey: {
         ...gray,
       },
-      divider: mode === 'dark' ? alpha(gray[700], 0.6) : alpha(gray[300], 0.4),
+      divider: mode === 'dark' ? 'hsla(0, 0%, 100%, 0.08)' : alpha(gray[300], 0.4),
       background: {
         default: 'hsl(0, 0%, 99%)',
         paper: 'hsl(220, 35%, 97%)',
-        ...(mode === 'dark' && { default: gray[900], paper: 'hsl(220, 30%, 7%)' }),
+        ...(mode === 'dark' && { default: darkBg, paper: darkPaper }),
       },
       text: {
         primary: gray[800],
         secondary: gray[600],
         warning: orange[400],
-        ...(mode === 'dark' && { primary: 'hsl(0, 0%, 100%)', secondary: gray[400] }),
+        ...(mode === 'dark' && { primary: 'hsl(0, 0%, 92%)', secondary: 'hsl(0, 0%, 60%)' }),
       },
       action: {
         hover: alpha(gray[200], 0.2),
         selected: `${alpha(gray[200], 0.3)}`,
         ...(mode === 'dark' && {
-          hover: alpha(gray[600], 0.2),
-          selected: alpha(gray[600], 0.3),
+          hover: 'hsla(0, 0%, 100%, 0.06)',
+          selected: 'hsla(0, 0%, 100%, 0.1)',
         }),
       },
+      flows: {
+        outflows: {
+          primary: mode === 'dark' ? 'hsl(0, 55%, 60%)' : '#d32f2f',
+          surface: mode === 'dark' ? 'hsla(0, 35%, 25%, 0.6)' : '#fdecea',
+          text: mode === 'dark' ? 'hsl(0, 60%, 80%)' : '#b71c1c',
+        },
+        inflows: {
+          primary: mode === 'dark' ? 'hsl(120, 40%, 55%)' : '#2e7d32',
+          surface: mode === 'dark' ? 'hsla(120, 25%, 22%, 0.6)' : '#e8f5e9',
+          text: mode === 'dark' ? 'hsl(120, 40%, 78%)' : '#1b5e20',
+        },
+      },
     },
     typography: {
       fontFamily: 'Inter, sans-serif',
@@ -285,6 +307,18 @@ export const colorSchemes = {
         hover: alpha(gray[200], 0.2),
         selected: `${alpha(gray[200], 0.3)}`,
       },
+      flows: {
+        outflows: {
+          primary: '#d32f2f',
+          surface: '#fdecea',
+          text: '#b71c1c',
+        },
+        inflows: {
+          primary: '#2e7d32',
+          surface: '#e8f5e9',
+          text: '#1b5e20',
+        },
+      },
       baseShadow:
         'hsla(220, 30%, 5%, 0.07) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.07) 0px 8px 16px -5px',
     },
@@ -293,49 +327,60 @@ export const colorSchemes = {
     palette: {
       primary: {
         contrastText: brand[50],
-        light: brand[300],
-        main: brand[400],
-        dark: brand[700],
+        light: 'hsl(210, 50%, 65%)',
+        main: 'hsl(210, 55%, 55%)',
+        dark: 'hsl(210, 50%, 35%)',
       },
       info: {
-        contrastText: brand[300],
-        light: brand[500],
-        main: brand[700],
-        dark: brand[900],
+        contrastText: 'hsl(210, 30%, 80%)',
+        light: 'hsl(210, 40%, 50%)',
+        main: 'hsl(210, 35%, 40%)',
+        dark: 'hsl(210, 30%, 25%)',
       },
       warning: {
-        light: orange[400],
-        main: orange[500],
-        dark: orange[700],
+        light: 'hsl(45, 60%, 55%)',
+        main: 'hsl(45, 55%, 45%)',
+        dark: 'hsl(45, 50%, 30%)',
       },
       error: {
-        light: red[400],
-        main: red[500],
-        dark: red[700],
+        light: 'hsl(0, 55%, 60%)',
+        main: 'hsl(0, 55%, 50%)',
+        dark: 'hsl(0, 50%, 35%)',
       },
       success: {
-        light: green[400],
-        main: green[500],
-        dark: green[700],
+        light: 'hsl(120, 40%, 55%)',
+        main: 'hsl(120, 40%, 45%)',
+        dark: 'hsl(120, 35%, 30%)',
       },
       grey: {
         ...gray,
       },
-      divider: alpha(gray[700], 0.6),
+      divider: 'hsla(0, 0%, 100%, 0.08)',
       background: {
-        default: gray[900],
-        paper: 'hsl(220, 30%, 7%)',
+        default: darkBg,
+        paper: darkPaper,
       },
       text: {
-        primary: 'hsl(0, 0%, 100%)',
-        secondary: gray[400],
+        primary: 'hsl(0, 0%, 92%)',
+        secondary: 'hsl(0, 0%, 60%)',
       },
       action: {
-        hover: alpha(gray[600], 0.2),
-        selected: alpha(gray[600], 0.3),
+        hover: 'hsla(0, 0%, 100%, 0.06)',
+        selected: 'hsla(0, 0%, 100%, 0.1)',
       },
-      baseShadow:
-        'hsla(220, 30%, 5%, 0.7) 0px 4px 16px 0px, hsla(220, 25%, 10%, 0.8) 0px 8px 16px -5px',
+      flows: {
+        outflows: {
+          primary: 'hsl(0, 55%, 60%)',
+          surface: 'hsla(0, 35%, 25%, 0.6)',
+          text: 'hsl(0, 60%, 80%)',
+        },
+        inflows: {
+          primary: 'hsl(120, 40%, 55%)',
+          surface: 'hsla(120, 25%, 22%, 0.6)',
+          text: 'hsl(120, 40%, 78%)',
+        },
+      },
+      baseShadow: '0 4px 16px rgba(0, 0, 0, 0.4), 0 8px 24px rgba(0, 0, 0, 0.3)',
     },
   },
 };

src/types/historyChart.ts

@@ -1,36 +0,0 @@
-
-export interface ChartDataPoint {
-  id: string;
-  amount: number;
-  compareAmount?: number;
-  compareLabel?: string;
-  highlighted?: boolean;
-}
-
-export interface ChartSeries {
-  rolling: ChartDataPoint[];
-  calendar: ChartDataPoint[];
-}
-
-export interface ChartData {
-  daily: ChartDataPoint[];
-  weekly: ChartSeries;
-  monthly: ChartSeries;
-}
-
-export interface AggregatedDashboardData {
-  chartData: ChartData;
-  totalAmount: number;
-  topPayees: Array<{ payeeName: string; amount: number }>;
-}
-
-export interface HistoryChartProps {
-  header: string;
-  summary?: string;
-  tabs: string[];
-  data: ChartData;
-  period: "rolling" | "calendar";
-  onPeriodChange: (mode: "rolling" | "calendar") => void;
-  comparison: boolean;
-  setComparison: (mode: boolean) => void;
-}

src/utils/dashboardLoader.ts

@@ -1,192 +0,0 @@
-import { api } from "../../react-openapi";
-import { LatestItem } from "../components/LatestItemsList";
-import { ChartDataPoint } from "../types/historyChart";
-import * as React from "react";
-import { format } from "./dateUtils";
-import MonetizationOnIcon from "@mui/icons-material/MonetizationOn";
-
-import {
-  buildDailyBuckets,
-  buildWeeklyRolling,
-  buildWeeklyCalendar,
-  buildMonthlyRolling,
-  buildMonthlyCalendar
-} from "./periodBuilders";
-
-const DEFAULT_ICON = React.createElement(MonetizationOnIcon, {
-  sx: { color: "#388e3c" }
-});
-
-export async function fetchLatestTransactions(
-  type: "expense" | "income"
-): Promise<LatestItem[]> {
-  const res = await api.get("/expenses", {
-    params: { limit: 100, sort: "-occurred_at" }
-  });
-
-  const items = res.data?.items || res.data || [];
-
-  const isValid = (amt: number) =>
-    type === "expense" ? amt < 0 : amt > 0;
-
-  return items
-    .filter((item: any) => isValid(Number(item.amount) || 0))
-    .slice(0, 5)
-    .map((exp: any, index: number) => {
-      const time = new Date(
-        exp.occurred_at || exp.created_at || Date.now()
-      ).getTime();
-
-      const diffDays = Math.floor(
-        Math.abs(Date.now() - time) / (1000 * 60 * 60 * 24)
-      );
-
-      return {
-        id: exp.id || index,
-        icon: DEFAULT_ICON,
-        iconBgColor:
-          type === "expense" ? "#ffebee" : "#e8f5e9",
-        title: exp.payee?.name || exp.payee || "Unknown Payee",
-        subtitle:
-          exp.category?.name || exp.account?.name || "Transaction",
-        amount: `Rs ${Math.abs(exp.amount || 0)}`,
-        timeAgo: diffDays === 0 ? "Today" : `${diffDays} days ago`
-      };
-    });
-}
-
-export async function fetchAggregatedData(
-  type: "expense" | "income"
-) {
-  const res = await api.get("/expenses", { params: { limit: 0 } });
-  const all: any[] = res.data?.items || res.data || [];
-
-  const now = new Date();
-
-  let totalAmount = 0;
-  const payeeMap: Record<string, number> = {};
-
-  const isValid = (amt: number) =>
-    type === "expense" ? amt < 0 : amt > 0;
-
-  const normalize = (amt: number) => Math.abs(amt);
-
-  const {
-    buckets: dailyBuckets,
-    weekStart,
-    weekEnd,
-    prevWeekStart,
-    prevWeekEnd
-  } = buildDailyBuckets(now);
-
-  const weeklyRolling = buildWeeklyRolling(now);
-  const weeklyCalendar = buildWeeklyCalendar(now);
-  const monthlyRolling = buildMonthlyRolling(now);
-  const monthlyCalendar = buildMonthlyCalendar(now);
-
-  for (const item of all) {
-    const d = new Date(
-      item.occurred_at || item.created_at || Date.now()
-    );
-
-    const amtRaw = Number(item.amount) || 0;
-    if (!isValid(amtRaw)) continue;
-
-    const amt = normalize(amtRaw);
-    totalAmount += amt;
-
-    const payee = item.payee?.name || item.payee || "Unknown";
-    payeeMap[payee] = (payeeMap[payee] || 0) + amt;
-
-    const day = ["Sun","Mon","Tue","Wed","Thu","Fri","Sat"][d.getDay()];
-
-    if (d >= weekStart && d <= weekEnd) {
-      if (dailyBuckets[day]) {
-        dailyBuckets[day].amount += amt;
-      }
-    }
-
-    if (d >= prevWeekStart && d <= prevWeekEnd) {
-      if (dailyBuckets[day]) {
-        dailyBuckets[day].compare += amt;
-      }
-    }
-
-    const apply = (arr: any[]) => {
-      for (const b of arr) {
-        if (d >= b.start && d <= b.end) b.amount += amt;
-        if (d >= b.prevStart && d <= b.prevEnd)
-          b.compare += amt;
-      }
-    };
-
-    apply(weeklyRolling);
-    apply(weeklyCalendar);
-    apply(monthlyRolling);
-    apply(monthlyCalendar);
-  }
-
-  const toPoints = (arr: any[], type: "weekly" | "monthly"): ChartDataPoint[] =>
-    arr.map((x) => {
-      let compareLabel: string | undefined;
-
-      if (x.prevStart && x.prevEnd) {
-        if (type === "monthly") {
-          const year = String(x.prevStart.getFullYear()).slice(2);
-          compareLabel = `${x.prevStart.toLocaleString("default", {
-            month: "short"
-          })}-${year}`;
-        } else {
-          const year = String(x.prevEnd.getFullYear()).slice(2);
-          compareLabel = `${format(x.prevStart)} - ${format(x.prevEnd)} ${year}`;
-        }
-      }
-
-      return {
-        id: x.label,
-        amount: x.amount,
-        compareAmount: x.compare,
-        compareLabel
-      };
-    });
-
-  const chartData = {
-    daily: Object.entries(dailyBuckets).map(([k, v]: any) => ({
-      id: k,
-      amount: v.amount,
-      compareAmount: v.compare
-    })),
-    weekly: {
-      rolling: toPoints(weeklyRolling, "weekly"),
-      calendar: toPoints(weeklyCalendar, "weekly")
-    },
-    monthly: {
-      rolling: toPoints(monthlyRolling, "monthly"),
-      calendar: toPoints(monthlyCalendar, "monthly")
-    }
-  };
-
-  Object.values(chartData).forEach((group: any) => {
-    const arr = Array.isArray(group) ? group : group.rolling;
-    if (!arr?.length) return;
-
-    let max = arr[0];
-    for (const g of arr) {
-      if (g.amount > max.amount) max = g;
-    }
-    if (max.amount > 0) max.highlighted = true;
-  });
-
-  const topPayees = Object.entries(payeeMap)
-    .map(([name, amt]) => ({ payeeName: name, amount: amt }))
-    .sort((a, b) => b.amount - a.amount)
-    .slice(0, 5);
-
-  return { chartData, totalAmount, topPayees };
-}
-
-export const fetchAggregatedExpenses = () =>
-  fetchAggregatedData("expense");
-
-export const fetchAggregatedIncome = () =>
-  fetchAggregatedData("income");

src/utils/dateUtils.ts

@@ -1,33 +0,0 @@
-export const format = (d: Date) =>
-  `${d.getDate()} ${d.toLocaleString("default", { month: "short" })}`;
-
-export const startOfDay = (d: Date) => {
-  const x = new Date(d);
-  x.setHours(0, 0, 0, 0);
-  return x;
-};
-
-export const endOfDay = (d: Date) => {
-  const x = new Date(d);
-  x.setHours(23, 59, 59, 999);
-  return x;
-};
-
-export const getStartOfWeek = (d: Date) => {
-  const date = new Date(d);
-  const day = date.getDay() || 7;
-  if (day !== 1) date.setDate(date.getDate() - (day - 1));
-  return startOfDay(date);
-};
-
-export const shiftDate = (d: Date, days: number) =>
-  new Date(d.getTime() + days * 86400000);
-
-export const getWeekIndex = (date: Date) => {
-  const firstDay = new Date(date.getFullYear(), date.getMonth(), 1);
-  const firstWeekStart = getStartOfWeek(firstDay);
-  return Math.floor(
-    (startOfDay(date).getTime() - firstWeekStart.getTime()) /
-      (7 * 86400000)
-  );
-};

src/utils/periodBuilders.ts

@@ -1,178 +0,0 @@
-import {
-  format,
-  endOfDay,
-  getStartOfWeek,
-  shiftDate,
-  getWeekIndex
-} from "./dateUtils";
-
-export const buildDailyBuckets = (now: Date) => {
-  const buckets: Record<string, any> = {
-    Mon: { amount: 0, compare: 0 },
-    Tue: { amount: 0, compare: 0 },
-    Wed: { amount: 0, compare: 0 },
-    Thu: { amount: 0, compare: 0 },
-    Fri: { amount: 0, compare: 0 },
-    Sat: { amount: 0, compare: 0 },
-    Sun: { amount: 0, compare: 0 }
-  };
-
-  const weekStart = getStartOfWeek(now);
-  const weekEnd = endOfDay(new Date(weekStart.getTime() + 6 * 86400000));
-  const prevWeekStart = shiftDate(weekStart, -7);
-  const prevWeekEnd = shiftDate(weekEnd, -7);
-
-  return { buckets, weekStart, weekEnd, prevWeekStart, prevWeekEnd };
-};
-
-const getPrevMonthWeek = (start: Date) => {
-  const prevMonthDate = new Date(start);
-  prevMonthDate.setMonth(prevMonthDate.getMonth() - 1);
-
-  const prevMonthFirst = new Date(
-    prevMonthDate.getFullYear(),
-    prevMonthDate.getMonth(),
-    1
-  );
-
-  const prevFirstWeekStart = getStartOfWeek(prevMonthFirst);
-  const weekIndex = getWeekIndex(start);
-
-  const prevStart = new Date(
-    prevFirstWeekStart.getTime() + weekIndex * 7 * 86400000
-  );
-  const prevEnd = endOfDay(new Date(prevStart.getTime() + 6 * 86400000));
-
-  return { prevStart, prevEnd };
-};
-
-export const buildWeeklyRolling = (now: Date) => {
-  const arr: any[] = [];
-  const currentWeekStart = getStartOfWeek(now);
-
-  for (let i = 4; i >= 0; i--) {
-    const start = new Date(
-      currentWeekStart.getTime() - i * 7 * 86400000
-    );
-    const end = endOfDay(new Date(start.getTime() + 6 * 86400000));
-
-    const { prevStart, prevEnd } = getPrevMonthWeek(start);
-
-    arr.push({
-      label: `${format(start)} - ${format(end)}`,
-      start,
-      end,
-      amount: 0,
-      compare: 0,
-      prevStart,
-      prevEnd
-    });
-  }
-
-  return arr;
-};
-
-export const buildWeeklyCalendar = (now: Date) => {
-  const arr: any[] = [];
-
-  const startOfMonth = new Date(now.getFullYear(), now.getMonth(), 1);
-  const endOfMonth = new Date(now.getFullYear(), now.getMonth() + 1, 0);
-  const firstWeekStart = getStartOfWeek(startOfMonth);
-
-  const totalWeeks =
-    Math.ceil(
-      (endOfMonth.getTime() - firstWeekStart.getTime()) /
-        (7 * 86400000)
-    ) + 1;
-
-  for (let i = 0; i < totalWeeks; i++) {
-    const start = new Date(
-      firstWeekStart.getTime() + i * 7 * 86400000
-    );
-    const end = endOfDay(new Date(start.getTime() + 6 * 86400000));
-
-    const { prevStart, prevEnd } = getPrevMonthWeek(start);
-
-    arr.push({
-      label: `${format(start)} - ${format(end)}`,
-      start,
-      end,
-      amount: 0,
-      compare: 0,
-      prevStart,
-      prevEnd
-    });
-  }
-
-  return arr;
-};
-
-export const buildMonthlyRolling = (now: Date) => {
-  const arr: any[] = [];
-
-  for (let i = 11; i >= 0; i--) {
-    const d = new Date(now);
-    d.setMonth(d.getMonth() - i);
-
-    const start = new Date(d.getFullYear(), d.getMonth(), 1);
-    const end =
-      i === 0
-        ? endOfDay(now)
-        : endOfDay(new Date(d.getFullYear(), d.getMonth() + 1, 0));
-
-    const prevStart = new Date(start);
-    prevStart.setFullYear(prevStart.getFullYear() - 1);
-
-    let prevEnd = new Date(end);
-    prevEnd.setFullYear(prevEnd.getFullYear() - 1);
-
-    if (i === 0) {
-      prevEnd = new Date(prevStart);
-      prevEnd.setDate(now.getDate());
-      prevEnd = endOfDay(prevEnd);
-    }
-
-    arr.push({
-      label: `${d.toLocaleString("default", {
-        month: "short"
-      })}-${String(d.getFullYear()).slice(2)}`,
-      start,
-      end,
-      amount: 0,
-      compare: 0,
-      prevStart,
-      prevEnd
-    });
-  }
-
-  return arr;
-};
-
-export const buildMonthlyCalendar = (now: Date) => {
-  const arr: any[] = [];
-
-  for (let i = 0; i < 12; i++) {
-    const start = new Date(now.getFullYear(), i, 1);
-    const end = endOfDay(new Date(now.getFullYear(), i + 1, 0));
-
-    const prevStart = new Date(start);
-    prevStart.setFullYear(prevStart.getFullYear() - 1);
-
-    const prevEnd = new Date(end);
-    prevEnd.setFullYear(prevEnd.getFullYear() - 1);
-
-    arr.push({
-      label: `${start.toLocaleString("default", {
-        month: "short"
-      })}-${String(start.getFullYear()).slice(2)}`,
-      start,
-      end,
-      amount: 0,
-      compare: 0,
-      prevStart,
-      prevEnd
-    });
-  }
-
-  return arr;
-};